PCIG
Partners Capital Investment Group Portfolio holdings
AUM
$2.5B
This Quarter Return
+5.84%
1 Year Return
+9.71%
3 Year Return
+33.72%
5 Year Return
+50.45%
10 Year Return
–
AUM
$298M
AUM Growth
–
Cap. Flow
+$298M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.28%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$34.3M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$22M |
| 3 |
Microsoft
MSFT
|
$18.1M |
| 4 |
Equinix
EQIX
|
$17.6M |
| 5 |
Mondelez International
MDLZ
|
$16.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.71% |
| 2 | Financials | 14.34% |
| 3 | Healthcare | 11.35% |
| 4 | Communication Services | 9.06% |
| 5 | Consumer Staples | 6.21% |
