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
$620M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$4.88M
3
+$4.49M
4
PXD
Pioneer Natural Resource Co.
PXD
+$3.01M
5
VSAT icon
Viasat
VSAT
+$2.92M

Top Sells

1
+$13.9M
2
+$12.5M
3
+$8.64M
4
MSFT icon
Microsoft
MSFT
+$6.41M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.13M

Sector Composition

1 Technology 13.61%
2 Financials 10.18%
3 Healthcare 9.69%
4 Communication Services 8.95%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$43K 0.01%
937
+4
77
$35K 0.01%
469
+6
78
$12K ﹤0.01%
112
+1
79
– –
-2,440
80
– –
-13,245
81
– –
-11,060
82
– –
-12,028
83
– –
-1,833
84
– –
-2,776
1 2 3
4