PCIG
Partners Capital Investment Group Portfolio holdings
AUM
$2.5B
1-Year Est. Return
9.71%
1 Year Est. Return
+9.71%
AUM
$2.5B
AUM Growth
-$3.42B
(-58%)
Holding
199
Top Buys
| 1 | +$42.4M | |
| 2 | +$30.4M | |
| 3 | +$16.5M | |
| 4 |
PWRD
TCW Transform Systems ETF
PWRD
|
+$6.1M |
| 5 |
Tyler Technologies
TYL
|
+$5.45M |
Top Sells
| 1 | +$790M | |
| 2 | +$297M | |
| 3 | +$247M | |
| 4 |
Vanguard Total World Stock ETF
VT
|
+$228M |
| 5 |
Vanguard Value ETF
VTV
|
+$177M |
Sector Composition
| 1 | Technology | 2.72% |
| 2 | Financials | 1.12% |
| 3 | Industrials | 0.86% |
| 4 | Communication Services | 0.77% |
| 5 | Healthcare | 0.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.7B
| – | – |
-9,157
|
|
||
177
Exxon Mobil
XOM
$476B
| – | – |
-29,507
|
|
||
|
SWIR
178
DELISTED
Sierra Wireless
SWIR
| – | – |
-8,115
|
|