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
+$2.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$579M
2
+$222M
3
+$209M
4
VT icon
Vanguard Total World Stock ETF
VT
+$179M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$117M

Top Sells

1
+$31.8M
2
+$6.42M
3
+$5.91M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.75M
5
UPS icon
United Parcel Service
UPS
+$5.01M

Sector Composition

1 Technology 1.75%
2 Financials 0.85%
3 Communication Services 0.74%
4 Healthcare 0.65%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$171K ﹤0.01%
95,399
+56,134
152
$42.3K ﹤0.01%
+3,167
153
– –
-23,665
154
– –
-33,726
155
$0 ﹤0.01%
+26,647
3 4 5 6
7