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
$602M
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$25.7M
3
+$10.2M
4
DBJP icon
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
+$5.6M
5
PXD
Pioneer Natural Resource Co.
PXD
+$4.06M

Top Sells

1
+$27.3M
2
+$17M
3
+$10.4M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.48M
5
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$3.2M

Sector Composition

1 Technology 13.24%
2 Financials 10.45%
3 Communication Services 8.93%
4 Healthcare 8.56%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12K ﹤0.01%
111
77
– –
-3,499
78
– –
-62,808
79
– –
-71,077
80
– –
-1,950
81
– –
-36,095
1 2 3
4