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
+$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$566M
2
+$148M
3
+$139M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$119M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$116M

Top Sells

1
+$21.7M
2
+$21M
3
+$5.46M
4
AON icon
Aon
AON
+$4.78M
5
HUBS icon
HubSpot
HUBS
+$2.63M

Sector Composition

1 Technology 1.68%
2 Financials 0.91%
3 Industrials 0.67%
4 Healthcare 0.65%
5 Communication Services 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$292K ﹤0.01%
+2,529
152
$286K ﹤0.01%
+1,529
153
$278K ﹤0.01%
+2,424
154
$270K ﹤0.01%
+1,726
155
$259K ﹤0.01%
+1,174
156
$250K ﹤0.01%
+13,147
157
$244K ﹤0.01%
+459
158
$224K ﹤0.01%
+1,877
159
$223K ﹤0.01%
+3,063
160
$201K ﹤0.01%
+29,950
161
$170K ﹤0.01%
+15,384
162
$94.2K ﹤0.01%
95,399
+56,134
163
– –
-112,319
164
– –
-13,311
165
– –
-3,772
166
– –
-6,533
167
– –
-40,812
3 4 5 6
7