PCIG

Partners Capital Investment Group Portfolio holdings

AUM $2.68B
1-Year Est. Return 15.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.35%
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
+$5M
2
+$3.97M
3
+$2.31M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M
5
BXMT icon
Blackstone Mortgage Trust
BXMT
+$825K

Top Sells

1
+$2.87M
2
+$1.31M
3
+$1.16M
4
PNNT
Pennant Park Investment Corp
PNNT
+$1.08M
5
ARCC icon
Ares Capital
ARCC
+$1.07M

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
1 2 3
4