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
$778M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$6.11M
3
+$5.99M
4
MSFT icon
Microsoft
MSFT
+$3.63M
5
KMI icon
Kinder Morgan
KMI
+$3.09M

Top Sells

1
+$33.8M
2
+$14.1M
3
+$9.79M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.4M
5
DBJP icon
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
+$3.64M

Sector Composition

1 Technology 13.86%
2 Communication Services 12.11%
3 Financials 10.26%
4 Consumer Discretionary 6.99%
5 Energy 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$78K 0.01%
4,373
77
$71K 0.01%
4,866
+71
78
$49K 0.01%
+1,550
79
$40K 0.01%
946
+9
80
$36K ﹤0.01%
+1,503
81
$33K ﹤0.01%
472
+3
82
$12K ﹤0.01%
113
+1
83
– –
-2,128
84
– –
-1,984
85
– –
-3,544
86
– –
-13,651
87
– –
-858
1 2 3
4