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
$2.25B
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$24.8M
3
+$24.4M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$13M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$12.3M

Top Sells

1
+$91.8M
2
+$46.7M
3
+$26.5M
4
BSX icon
Boston Scientific
BSX
+$25.8M
5
CMCSA icon
Comcast
CMCSA
+$21.4M

Sector Composition

1 Technology 11.41%
2 Consumer Discretionary 9.58%
3 Financials 9.55%
4 Communication Services 8.06%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-91,415
152
– –
-21,843
153
– –
-806
3 4 5 6
7