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
$5.92B
AUM Growth
+$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$566M
2
+$148M
3
+$139M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$119M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$116M

Top Sells

1
+$21.7M
2
+$21M
3
+$5.46M
4
AON icon
Aon
AON
+$4.78M
5
HUBS icon
HubSpot
HUBS
+$2.63M

Sector Composition

1 Technology 1.68%
2 Financials 0.91%
3 Industrials 0.67%
4 Healthcare 0.65%
5 Communication Services 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.4M 0.19%
8,241
+3,953
52
$11.4M 0.19%
32,501
+15,580
53
$11.3M 0.19%
35,654
+29,796
54
$11.3M 0.19%
224,837
+27,702
55
$11.3M 0.19%
322,576
-13,770
56
$11.1M 0.19%
19,235
+9,998
57
$10.5M 0.18%
22,477
+10,946
58
$10.2M 0.17%
167,419
+78,649
59
$10.2M 0.17%
+162,111
60
$9.95M 0.17%
36,217
+18,231
61
$9.83M 0.17%
40,093
+19,060
62
$9.79M 0.17%
226,059
+195,555
63
$9.72M 0.16%
145,787
+69,557
64
$9.66M 0.16%
+91,634
65
$9.45M 0.16%
20,142
+11,026
66
$9.33M 0.16%
18,753
+8,774
67
$9.16M 0.15%
59,259
+27,511
68
$8.77M 0.15%
52,823
+23,891
69
$8.7M 0.15%
+50,220
70
$8.67M 0.15%
+1,543,210
71
$8.56M 0.14%
245,069
+115,110
72
$8.32M 0.14%
35,650
+17,085
73
$8.11M 0.14%
30,226
+14,241
74
$8.07M 0.14%
274,281
+130,091
75
$7.93M 0.13%
187,852
+89,673
1 2
3
4 5