PCIG

Partners Capital Investment Group Portfolio holdings

AUM $2.68B
1-Year Est. Return 15.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.5B
AUM Growth
-$3.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$29.1M
3
+$15.4M
4
MUSA icon
Murphy USA
MUSA
+$5.73M
5
PWRD
TCW Transform Systems ETF
PWRD
+$5.23M

Top Sells

1
+$730M
2
+$274M
3
+$246M
4
VT icon
Vanguard Total World Stock ETF
VT
+$212M
5
VTV icon
Vanguard Value ETF
VTV
+$169M

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
– –
-1,448,654
177
– –
-175,832
178
– –
-25,899
4 5 6 7
8