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
$3.63B
AUM Growth
-$2.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.35M
3
+$5.04M
4
QSR icon
Restaurant Brands International
QSR
+$4.97M
5
DE icon
Deere & Co
DE
+$4.89M

Top Sells

1
+$504M
2
+$164M
3
+$160M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$144M
5
VT icon
Vanguard Total World Stock ETF
VT
+$104M

Sector Composition

1 Financials 0.68%
2 Industrials 0.51%
3 Communication Services 0.46%
4 Technology 0.45%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-7,937
152
– –
-1,877
153
– –
-3,569
154
– –
-203,558
155
– –
-34,492
156
– –
-9,115
157
– –
-142,230
158
– –
-67,735
3 4 5 6
7