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
1 Year Est. Return
+16.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.65B
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$20.1M
3
+$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
+$31.5M
2
+$31.3M
3
+$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
$7B
– –
-13,816
4 5 6 7
8