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
$4.67B
AUM Growth
+$2.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$277M
2
+$253M
3
+$179M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$81.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$78.7M

Top Sells

1
+$25.8M
2
+$25.1M
3
+$8.17M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.05M
5
DEO icon
Diageo
DEO
+$7.01M

Sector Composition

1 Technology 2.33%
2 Communication Services 1.18%
3 Industrials 1.15%
4 Healthcare 1.15%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-1,550
202
– –
-700
203
– –
-5,303
5 6 7 8
9