PCIG

Partners Capital Investment Group Portfolio holdings

AUM $2.68B
1-Year Est. Return 15.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.03B
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$33.5M
3
+$31.3M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$29.4M
5
IAC icon
IAC Inc
IAC
+$27.1M

Top Sells

1
+$29.4M
2
+$24.9M
3
+$21.5M
4
UBER icon
Uber
UBER
+$20.5M
5
KKR icon
KKR & Co
KKR
+$18.7M

Sector Composition

1 Technology 13.8%
2 Financials 10.26%
3 Consumer Discretionary 7.55%
4 Industrials 6.05%
5 Healthcare 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,482
127
– –
-19,461
128
– –
-150,935
129
– –
-29,918
130
– –
-4,600
131
– –
-4,809
2 3 4 5
6