PCIG

Partners Capital Investment Group Portfolio holdings

AUM $2.65B
1-Year Est. Return 16.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842M
AUM Growth
-$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$63.7M
2
+$31.8M
3
+$31.5M
4
KKR icon
KKR & Co
KKR
+$30.7M
5
STX icon
Seagate
STX
+$29.3M

Top Sells

1
+$41.2M
2
+$32.2M
3
+$31.5M
4
CHTR icon
Charter Communications
CHTR
+$30.9M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$28.4M

Sector Composition

1 Financials 16.16%
2 Technology 15.25%
3 Consumer Discretionary 6.83%
4 Healthcare 5.49%
5 Industrials 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$70K 0.01%
5,001
+70
77
$64K 0.01%
1,220
-763,140
78
$62K 0.01%
1,292
+20
79
$46K 0.01%
1,550
80
$12K ﹤0.01%
114
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81
– –
-72,685
82
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83
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84
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85
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86
– –
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87
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88
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89
– –
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90
– –
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91
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92
– –
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93
– –
-9,964
94
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-472
1 2 3
4