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
101
$721K 0.03%
3,951
+1,902
102
$650K 0.03%
3,699
+2
103
$632K 0.03%
4,800
+1,800
104
$626K 0.03%
+19,750
105
$429K 0.02%
6,533
106
$397K 0.02%
+13,910
107
$384K 0.02%
+9,500
108
$221K 0.01%
+8,700
109
$220K 0.01%
+3,000
110
$216K 0.01%
2,514
-49,161
111
$204K 0.01%
86
-1,754
112
$188K 0.01%
+1,700
113
$188K 0.01%
4,360
-640
114
$177K 0.01%
+2,084
115
$171K 0.01%
6,276
116
$158K 0.01%
963
-193,257
117
$136K 0.01%
864
-17,696
118
$123K 0.01%
345
-7,077
119
$115K 0.01%
869
-17,950
120
$113K 0.01%
2,604
-53,298
121
$113K 0.01%
1,013
-20,749
122
$113K 0.01%
472
-9,675
123
$109K 0.01%
652
-13,344
124
$98K ﹤0.01%
252
-5,151
125
$91K ﹤0.01%
262
-5,373
3 4
5
6 7