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
101
$3.04M 0.05%
54,830
+12,223
102
$3M 0.05%
+13,525
103
$2.94M 0.05%
24,850
+12,492
104
$2.72M 0.05%
+29,005
105
$2.7M 0.05%
+31,682
106
$2.15M 0.04%
27,250
+3,162
107
$2.06M 0.03%
48,016
+11,835
108
$1.96M 0.03%
+6,359
109
$1.95M 0.03%
+32,216
110
$1.87M 0.03%
14,400
+7,200
111
$1.67M 0.03%
2,020
+1,012
112
$1.65M 0.03%
82,637
+42,355
113
$1.61M 0.03%
39,710
+30,497
114
$1.33M 0.02%
45,429
+22,715
115
$1.32M 0.02%
25,899
+36
116
$1.31M 0.02%
26,224
+18,103
117
$1.27M 0.02%
34,274
+17,137
118
$1.24M 0.02%
+142,441
119
$1.2M 0.02%
1,448,654
+921,154
120
$1.12M 0.02%
13,868
+6,934
121
$1.01M 0.02%
+7,391
122
$980K 0.02%
+5,052
123
$928K 0.02%
9,086
+4,543
124
$781K 0.01%
+209,407
125
$745K 0.01%
12,647
+6,323
3 4
5
6 7