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
$2.18B
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$24.8M
3
+$24.6M
4
SHOP icon
Shopify
SHOP
+$24.4M
5
CBRE icon
CBRE Group
CBRE
+$22.7M

Top Sells

1
+$31.7M
2
+$26.8M
3
+$24.4M
4
UAL icon
United Airlines
UAL
+$23.8M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$18M

Sector Composition

1 Technology 11.98%
2 Financials 10.21%
3 Consumer Discretionary 8.56%
4 Communication Services 7.17%
5 Healthcare 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.67M 0.17%
72,772
77
$3.58M 0.16%
105,346
+34,000
78
$3.5M 0.16%
20,721
-9,833
79
$3.46M 0.16%
14,579
+2,592
80
$3.44M 0.16%
207,284
+85,482
81
$3.41M 0.16%
26,510
+1,295
82
$3.41M 0.16%
5,046
-1,273
83
$3.4M 0.16%
16,737
+1,668
84
$3.02M 0.14%
64,800
85
$2.93M 0.13%
58,660
-51,110
86
$2.4M 0.11%
93,248
87
$2.25M 0.1%
26,073
+4,570
88
$2.17M 0.1%
32,155
+7,290
89
$2.02M 0.09%
12,310
-46,787
90
$1.94M 0.09%
+51,431
91
$1.63M 0.07%
6,401
92
$1.5M 0.07%
69,345
+14,744
93
$1.47M 0.07%
23,272
+23
94
$1.36M 0.06%
+38,490
95
$1.08M 0.05%
20,553
-30,139
96
$1.07M 0.05%
12,223
-31,481
97
$1.04M 0.05%
18,501
-1,677
98
$896K 0.04%
2,504
+2
99
$885K 0.04%
+10,800
100
$866K 0.04%
20,962
-24,062
2 3
4
5 6