PCIG
Partners Capital Investment Group Portfolio holdings
AUM
$2.5B
This Quarter Return
+9.76%
1 Year Return
+9.71%
3 Year Return
+33.72%
5 Year Return
+50.45%
10 Year Return
–
AUM
$1.32B
AUM Growth
+$1.32B
(+15%)
Cap. Flow
+$70.9M
Cap. Flow
% of AUM
5.37%
Top 10 Holdings %
Top 10 Hldgs %
48.12%
Holding
96
New
8
Increased
40
Reduced
27
Closed
1
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$41.4M |
| 2 |
iShares Gold Trust
IAU
|
$20.3M |
| 3 |
Morgan Stanley
MS
|
$15.7M |
| 4 |
Salesforce
CRM
|
$11.9M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$10.4M |
Top Sells
| 1 |
Bread Financial
BFH
|
$22.8M |
| 2 |
Visa
V
|
$11.9M |
| 3 |
UnitedHealth
UNH
|
$11.7M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$10.6M |
| 5 |
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% |
