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
126
$700K 0.01%
+7,510
127
$694K 0.01%
+67,788
128
$667K 0.01%
19,846
129
$600K 0.01%
+13,546
130
$579K 0.01%
+119,566
131
$566K 0.01%
+4,051
132
$547K 0.01%
25,833
+12,916
133
$454K 0.01%
+9,157
134
$452K 0.01%
39,612
135
$421K 0.01%
9,102
+4,551
136
$392K 0.01%
+8,105
137
$390K 0.01%
+1,609
138
$379K 0.01%
+1,209
139
$372K 0.01%
+5,874
140
$372K 0.01%
254,845
+161,597
141
$367K 0.01%
+7,813
142
$366K 0.01%
+8,115
143
$358K 0.01%
+769
144
$357K 0.01%
+1,059
145
$352K 0.01%
+2,998
146
$352K 0.01%
+3,208
147
$329K 0.01%
+11,924
148
$326K 0.01%
+3,817
149
$323K 0.01%
+18,801
150
$320K 0.01%
+1,858
3 4 5
6
7