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
$359M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$5.05M
2 +$3.98M
3 +$2.24M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.96M
5
BXMT icon
Blackstone Mortgage Trust
BXMT
+$827K

Top Sells

1 +$3.06M
2 +$1.4M
3 +$1.14M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.06M
5
MFIC icon
MidCap Financial Investment
MFIC
+$1.03M

Sector Composition

1 Technology 13.53%
2 Financials 13.21%
3 Real Estate 9.71%
4 Healthcare 9.34%
5 Communication Services 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-661