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
$3.63B
AUM Growth
-$2.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.35M
3
+$5.04M
4
QSR icon
Restaurant Brands International
QSR
+$4.97M
5
DE icon
Deere & Co
DE
+$4.89M

Top Sells

1
+$504M
2
+$164M
3
+$160M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$144M
5
VT icon
Vanguard Total World Stock ETF
VT
+$104M

Sector Composition

1 Financials 0.68%
2 Industrials 0.51%
3 Communication Services 0.46%
4 Technology 0.45%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.63M 0.07%
3,772
-4,848
77
$2.61M 0.07%
13,669
-13,518
78
$2.57M 0.07%
24,372
-160,055
79
$2.35M 0.06%
28,990
-28,990
80
$2.3M 0.06%
34,096
-21,456
81
$2.22M 0.06%
42,607
-15,573
82
$2.21M 0.06%
41,894
-30,506
83
$2.08M 0.06%
42,088
-224,969
84
$2.03M 0.06%
40,812
85
$1.96M 0.05%
5,858
-29,447
86
$1.89M 0.05%
24,088
-15,195
87
$1.44M 0.04%
36,181
+27,347
88
$1.43M 0.04%
12,358
-12,089
89
$1.37M 0.04%
46,890
-46,890
90
$1.26M 0.03%
30,504
-93,216
91
$1.24M 0.03%
25,863
-21,893
92
$787K 0.02%
7,200
-7,200
93
$778K 0.02%
1,008
-1,005
94
$701K 0.02%
40,282
-38,264
95
$681K 0.02%
22,714
-22,715
96
$641K 0.02%
19,846
97
$624K 0.02%
6,934
-6,934
98
$605K 0.02%
17,137
-17,137
99
$501K 0.01%
527,500
-1,084,012
100
$452K 0.01%
4,543
-4,543
2 3
4
5 6