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
101
$451K 0.01%
39,612
102
$415K 0.01%
6,533
103
$393K 0.01%
8,121
-46,476
104
$364K 0.01%
9,213
-28,198
105
$332K 0.01%
6,324
-6,323
106
$278K 0.01%
12,917
-12,916
107
$209K 0.01%
4,551
-4,551
108
$199K 0.01%
93,248
-161,597
109
$60.8K ﹤0.01%
39,265
-56,134
110
– –
-4,748
111
– –
-385,578
112
– –
-9,606
113
– –
-84,818
114
– –
-18,842
115
– –
-7,730
116
– –
-67,788
117
– –
-182,402
118
– –
-182,782
119
– –
-204,407
120
– –
-11,041
121
– –
-26,647
122
– –
-119,566
123
– –
-25,668
124
– –
-15,384
125
– –
-32,800
3 4
5
6 7