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
$1.46B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$238M
2
+$116M
3
+$41.6M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$37.7M
5
VT icon
Vanguard Total World Stock ETF
VT
+$17M

Top Sells

1
+$39.9M
2
+$20.3M
3
+$12M
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$11.8M
5
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$9.96M

Sector Composition

1 Technology 9.19%
2 Consumer Discretionary 8.32%
3 Financials 6.33%
4 Healthcare 4.6%
5 Industrials 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-83,411
102
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103
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-1,978
104
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-254,372
105
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-25,386
106
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-163,018
107
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-302,162
108
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-14,370
109
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-165,771
110
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-1,012
111
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-1,291
112
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-4,710
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5