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
$2.5B
AUM Growth
-$3.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$29.1M
3
+$15.4M
4
MUSA icon
Murphy USA
MUSA
+$5.73M
5
PWRD
TCW Transform Systems ETF
PWRD
+$5.23M

Top Sells

1
+$730M
2
+$274M
3
+$246M
4
VT icon
Vanguard Total World Stock ETF
VT
+$212M
5
VTV icon
Vanguard Value ETF
VTV
+$169M

Sector Composition

1 Technology 2.72%
2 Financials 1.12%
3 Industrials 0.86%
4 Communication Services 0.77%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$457K 0.02%
4,543
-4,543
127
$441K 0.02%
8,733
+628
128
$435K 0.02%
1,329
+120
129
$432K 0.02%
8,788
+975
130
$415K 0.02%
1,681
+72
131
$411K 0.02%
+1,795
132
$401K 0.02%
6,324
-6,323
133
$387K 0.02%
7,825
-115,022
134
$363K 0.01%
26,066
+7,265
135
$360K 0.01%
1,529
136
$350K 0.01%
4,215
+398
137
$336K 0.01%
2,529
138
$331K 0.01%
+1,042
139
$330K 0.01%
29,950
140
$306K 0.01%
1,727
+1
141
$286K 0.01%
3,063
142
$273K 0.01%
12,917
-12,916
143
$272K 0.01%
11,924
144
$269K 0.01%
2,435
+11
145
$245K 0.01%
13,147
146
$245K 0.01%
3,041
-24,209
147
$239K 0.01%
1,877
148
$238K 0.01%
490
+31
149
$211K 0.01%
15,384
150
$208K 0.01%
+1,484
4 5
6
7 8