PCIG

Partners Capital Investment Group Portfolio holdings

AUM $2.5B
1-Year Est. Return 9.71%
This Quarter Est. Return
1 Year Est. Return
+9.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.7B
AUM Growth
-$860M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$83.8M
2
+$42.9M
3
+$16.6M
4
IYW icon
iShares US Technology ETF
IYW
+$12M
5
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$10.1M

Top Sells

1
+$333M
2
+$246M
3
+$197M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$98.8M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$89.2M

Sector Composition

1 Industrials 0.64%
2 Healthcare 0.62%
3 Financials 0.61%
4 Communication Services 0.44%
5 Energy 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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