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
$343M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$10.9M
3 +$9.8M
4
MFIC icon
MidCap Financial Investment
MFIC
+$3.86M
5
ARCC icon
Ares Capital
ARCC
+$3.85M

Top Sells

1 +$9.3M
2 +$1.03M
3 +$911K
4
KO icon
Coca-Cola
KO
+$843K
5
ZTS icon
Zoetis
ZTS
+$823K

Sector Composition

1 Financials 14.9%
2 Technology 14.79%
3 Real Estate 8.88%
4 Healthcare 8.78%
5 Communication Services 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7
77
-17,183