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
$4.67B
AUM Growth
+$2.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$277M
2
+$253M
3
+$179M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$81.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$78.7M

Top Sells

1
+$25.8M
2
+$25.1M
3
+$8.17M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.05M
5
DEO icon
Diageo
DEO
+$7.01M

Sector Composition

1 Technology 2.33%
2 Communication Services 1.18%
3 Industrials 1.15%
4 Healthcare 1.15%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$406K 0.01%
+4,364
152
$403K 0.01%
6,533
153
$380K 0.01%
+4,380
154
$375K 0.01%
+2,626
155
$375K 0.01%
+2,473
156
$371K 0.01%
95,399
+56,134
157
$359K 0.01%
+119,566
158
$358K 0.01%
+1,930
159
$354K 0.01%
+4,150
160
$350K 0.01%
+1,023
161
$322K 0.01%
+2,788
162
$317K 0.01%
+2,616
163
$310K 0.01%
+1,038
164
$301K 0.01%
+910
165
$274K 0.01%
+1,741
166
$271K 0.01%
+3,314
167
$268K 0.01%
+549
168
$256K 0.01%
+476
169
$252K 0.01%
+1,873
170
$251K 0.01%
+4,168
171
$250K 0.01%
+1,340
172
$248K 0.01%
+5,965
173
$243K 0.01%
+698
174
$242K 0.01%
+6,376
175
$241K 0.01%
+3,247
5 6
7
8 9