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
$2.18B
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$31.2M
3
+$27.2M
4
SHOP icon
Shopify
SHOP
+$27M
5
UBER icon
Uber
UBER
+$24.2M

Top Sells

1
+$29.9M
2
+$26.8M
3
+$24.4M
4
UAL icon
United Airlines
UAL
+$23.8M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$18.5M

Sector Composition

1 Technology 11.98%
2 Financials 10.21%
3 Consumer Discretionary 8.56%
4 Communication Services 7.17%
5 Healthcare 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,475
152
– –
-53,872
153
– –
-2,030
154
– –
-1,973
155
– –
-49,026
156
– –
-19,599
157
– –
-6,021
3 4 5 6
7