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
$1.32B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$20.3M
3
+$15.7M
4
CRM icon
Salesforce
CRM
+$11.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$10.4M

Top Sells

1
+$22.8M
2
+$11.9M
3
+$11.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.6M
5
HDB icon
HDFC Bank
HDB
+$3.63M

Sector Composition

1 Technology 14.17%
2 Consumer Discretionary 12.77%
3 Financials 10.38%
4 Industrials 8.16%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$601K 0.05%
17,794
+178
77
$601K 0.05%
10,799
78
$526K 0.04%
2,475
79
$470K 0.04%
3,740
80
$458K 0.03%
18,090
81
$458K 0.03%
3,636
82
$413K 0.03%
6,160
-2,380
83
$348K 0.03%
7,760
+158
84
$310K 0.02%
4,710
85
$298K 0.02%
1,012
-39,630
86
$286K 0.02%
1,978
87
$261K 0.02%
4,424
-153
88
$260K 0.02%
2,797
+29
89
$257K 0.02%
+7,212
90
$243K 0.02%
1,291
-63,378
91
$235K 0.02%
2,623
-254,346
92
$234K 0.02%
3,800
93
$102K 0.01%
803
94
$73K 0.01%
1,981
95
$71K 0.01%
1,550
96
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1 2 3
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