We are live on ! Find out more
PCIG

Partners Capital Investment Group Portfolio holdings

AUM $2.65B
1-Year Est. Return 16.42%
This Fund
S&P 500
This Quarter Est. Return
-0.17%
1 Year Est. Return
+16.42%
3 Year Est. Return
+37.44%
5 Year Est. Return
+24.92%
10 Year Est. Return
+154.85%
AUM
$2.65B
AUM Growth
-$29.1M
Cap. Flow
-$16.6M
Cap. Flow %
-0.63%
Top 10 Hldgs %
59.13%
Holding
180
New
15
Increased
51
Reduced
53
Closed
7

Top Buys

1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$30.5M
2
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$20.1M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.9M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$7.78M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$6.75M

Top Sells

1
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$31.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$31.3M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$16.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.4M
5
VT icon
Vanguard Total World Stock ETF
VT
+$11.3M

Sector Composition

1 Technology 2.2%
2 Industrials 1.33%
3 Financials 0.78%
4 Communication Services 0.63%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JBTM
176
JBT Marel
JBTM
$7.25B
– –
-13,816
Closed -$2.08M
4 5 6 7
8

Similar funds

SCM
Steadfast Capital Management New York $2.65B AUM 26.34% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return
ACIM
Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.66B AUM 22.87% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return