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
$5.92B
AUM Growth
+$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$566M
2
+$148M
3
+$139M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$119M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$116M

Top Sells

1
+$21.7M
2
+$21M
3
+$5.46M
4
AON icon
Aon
AON
+$4.78M
5
HUBS icon
HubSpot
HUBS
+$2.63M

Sector Composition

1 Technology 1.68%
2 Financials 0.91%
3 Industrials 0.67%
4 Healthcare 0.65%
5 Communication Services 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.53M 0.13%
+203,558
77
$7.1M 0.12%
160,858
+76,236
78
$7.09M 0.12%
24,620
+12,310
79
$6.84M 0.12%
+18,215
80
$6.51M 0.11%
+23,936
81
$6.17M 0.1%
57,877
82
$5.86M 0.1%
+101,607
83
$5.56M 0.09%
122,847
+27,626
84
$5.27M 0.09%
140,611
+44,028
85
$5.23M 0.09%
27,446
+13,777
86
$5.05M 0.09%
6,337
+3,719
87
$5.01M 0.08%
57,980
+28,990
88
$4.98M 0.08%
40,717
+18,790
89
$4.81M 0.08%
8,124
+3,815
90
$4.53M 0.08%
+7,379
91
$4.46M 0.08%
+163,778
92
$4.31M 0.07%
83,788
+41,894
93
$4.26M 0.07%
+25,348
94
$3.95M 0.07%
+23,606
95
$3.72M 0.06%
+35,591
96
$3.7M 0.06%
236,360
+55,624
97
$3.64M 0.06%
64,901
+30,805
98
$3.53M 0.06%
+48,649
99
$3.51M 0.06%
29,507
100
$3.27M 0.06%
93,780
+46,890
2 3
4
5 6