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
$1.75B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$26.6M
3
+$22.3M
4
FIS icon
Fidelity National Information Services
FIS
+$19.1M
5
KRON
Kronos Bio
KRON
+$15.8M

Top Sells

1
+$52.9M
2
+$48.6M
3
+$23.3M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$21.6M
5
AMZN icon
Amazon
AMZN
+$16.7M

Sector Composition

1 Technology 12.22%
2 Financials 12.14%
3 Consumer Discretionary 10.39%
4 Communication Services 8.99%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-5,487
127
– –
-62,717
128
– –
-2,110
129
– –
-2,317
2 3 4 5
6