PCIG

Partners Capital Investment Group Portfolio holdings

AUM $2.52B
1-Year Est. Return 12.02%
This Quarter Est. Return
1 Year Est. Return
+12.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.63B
AUM Growth
-$2.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.35M
3
+$5.04M
4
QSR icon
Restaurant Brands International
QSR
+$4.97M
5
DE icon
Deere & Co
DE
+$4.89M

Top Sells

1
+$504M
2
+$164M
3
+$160M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$144M
5
VT icon
Vanguard Total World Stock ETF
VT
+$104M

Sector Composition

1 Financials 0.68%
2 Industrials 0.51%
3 Communication Services 0.46%
4 Technology 0.45%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.34M 0.15%
15,985
-18,154
52
$5.21M 0.14%
17,986
-1,537
53
$5.19M 0.14%
9,979
-9,398
54
$5.04M 0.14%
+21,033
55
$5.02M 0.14%
88,770
-82,205
56
$4.98M 0.14%
129,959
-58,585
57
$4.97M 0.14%
+76,230
58
$4.89M 0.13%
+11,531
59
$4.78M 0.13%
13,311
-13,051
60
$4.78M 0.13%
18,565
-22,570
61
$4.7M 0.13%
26,385
-36,230
62
$4.7M 0.13%
98,179
-154,597
63
$4.66M 0.13%
9,116
-8,736
64
$4.65M 0.13%
144,190
-112,386
65
$4.54M 0.13%
153,312
-392,992
66
$4.19M 0.12%
95,221
+18,732
67
$3.69M 0.1%
23,734
-81,887
68
$3.49M 0.1%
84,622
-87,572
69
$3.27M 0.09%
96,583
-19,086
70
$3.17M 0.09%
29,507
-12,000
71
$2.98M 0.08%
12,310
-12,310
72
$2.88M 0.08%
180,736
+48,338
73
$2.79M 0.08%
+21,927
74
$2.78M 0.08%
2,618
-5,231
75
$2.65M 0.07%
4,309
-4,989
1 2
3
4 5