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
$756M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$28.3M
3
+$17.4M
4
REET icon
iShares Global REIT ETF
REET
+$14.2M
5
MSFT icon
Microsoft
MSFT
+$4.69M

Top Sells

1
+$24.5M
2
+$5.63M
3
+$4.73M
4
DBJP icon
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
+$4.1M
5
NFLX icon
Netflix
NFLX
+$1.36M

Sector Composition

1 Technology 13.45%
2 Financials 10.14%
3 Energy 8.88%
4 Communication Services 7.51%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$70K 0.01%
4,795
+70
77
$55K 0.01%
1,984
-21,237
78
$49K 0.01%
2,128
+20
79
$44K 0.01%
937
80
$35K ﹤0.01%
469
81
$12K ﹤0.01%
112
82
– –
-70,880
83
– –
-10,980
84
– –
-149,923
1 2 3
4