PCIG
Partners Capital Investment Group Portfolio holdings
AUM
$2.5B
1-Year Return
9.71%
This Quarter Return
-0.35%
1 Year Return
+9.71%
3 Year Return
+33.72%
5 Year Return
+50.45%
10 Year Return
–
AUM
$1.15B
AUM Growth
+$144M
(+14%)
Cap. Flow
+$148M
Cap. Flow
% of AUM
12.84%
Top 10 Holdings %
Top 10 Hldgs %
47.29%
Holding
95
New
9
Increased
47
Reduced
9
Closed
7
Top Buys
| 1 |
KraneShares CSI China Internet ETF
KWEB
|
$46M |
| 2 |
Charter Communications
CHTR
|
$13.2M |
| 3 |
Vanguard Value ETF
VTV
|
$12.9M |
| 4 |
Chemours
CC
|
$10.3M |
| 5 |
iShares Currency Hedged MSCI Japan ETF
HEWJ
|
$9.42M |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$12M |
| 2 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$10M |
| 3 |
DATA
Tableau Software, Inc.
DATA
|
$8.94M |
| 4 |
SBA Communications
SBAC
|
$8.67M |
| 5 |
Voya Financial
VOYA
|
$8.07M |
Sector Composition
| 1 | Technology | 15.45% |
| 2 | Consumer Discretionary | 13.31% |
| 3 | Financials | 12.98% |
| 4 | Industrials | 8.87% |
| 5 | Healthcare | 6.84% |
