PC
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PARTNERS CAPITAL INVESTMENT GROUP, LLP13F | |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | |
| Last update 2025-05-14 | 166 Stocks (63 new) |
| Value $5.62 Bil | Turnover 42 % |
PARTNERS CAPITAL INVESTMENT GR... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2,087,173 | 1,172,782.8 | +93.28% | 20.880 | +10.08% | 0.210 | +16.47% | +9.00% | 642,592.1 | ||
VOO | Vanguard S&P 500 ETF | 724,788 | 372,476.0 | +39.50% | 6.630 | +1.88% | 0.060 | +16.48% | +8.99% | 664,237.2 | ||
VTV | Vanguard Value ETF | 1,663,047 | 287,274.8 | +106.30% | 5.110 | +2.63% | 0.210 | +9.98% | +7.87% | 135,521.3 | ||
VT | Vanguard Total World Stock ETF | 2,420,527 | 280,660.1 | +58.50% | 5.000 | +1.85% | 0.690 | +15.01% | +13.19% | 46,481.5 | ||
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 4,493,517 | 263,724.5 | +81.61% | 4.690 | +2.11% | 1.170 | +0.70% | +2.70% | 22,497.1 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2,812,458 | 257,986.8 | +30.08% | 4.590 | +1.06% | 0.550 | +1.06% | +2.35% | 41,781.7 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 4,339,839 | 234,221.1 | +97.70% | 4.170 | +2.06% | 0.280 | +15.99% | +19.83% | 100,401.7 | ||
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 6,089,415 | 220,984.9 | +168.58% | 3.930 | +2.47% | 2.850 | +9.72% | +12.24% | 6,403.9 | ||
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 4,000,438 | 220,384.1 | +12.16% | 3.920 | +0.43% | 1.550 | +15.51% | +16.99% | 13,818.5 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 1,536,118 | 154,641.0 | -12.29% | 2.750 | -0.65% | 0.330 | +1.07% | +2.39% | 51,428.9 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP's Historical Top Holdings Breakdowns
PARTNERS CAPITAL INVESTMENT GROUP, LLP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +10.08% | 554.06 ($590.51) 615.85 | $637.71 | 7.99% | Add 93.28% | 2,087,173 | 1,007,303 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +2.63% | 167.73 ($174.39) 179.21 | $180.57 | 3.54% | Add 106.3% | 1,663,047 | 856,928 | |
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 2025-03-31 | Add Add | +2.47% | 34.83 ($36.45) 37.46 | $38.34 | 5.20% | Add 168.58% | 6,089,415 | 3,822,175 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-03-31 | Add Add | +2.11% | 58.07 ($58.36) 58.69 | $58.54 | 0.31% | Add 81.61% | 4,493,517 | 2,019,229 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-03-31 | Add Add | +2.06% | 50.83 ($53.83) 55.94 | $61.82 | 14.84% | Add 97.7% | 4,339,839 | 2,144,711 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +1.88% | 507.05 ($540.58) 563.67 | $583.40 | 7.92% | Add 39.5% | 724,788 | 205,245 | |
VT | Vanguard Total World Stock ETF | 2025-03-31 | Add Add | +1.85% | 115.08 ($119.66) 123.97 | $131.91 | 10.24% | Add 58.5% | 2,420,527 | 893,371 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Add Add | +1.45% | 120.29 ($128.89) 134.6 | $138.85 | 7.73% | Add 132.42% | 1,168,032 | 665,477 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +1.06% | 91.45 ($91.59) 91.75 | $91.69 | 0.11% | Add 30.08% | 2,812,458 | 650,315 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +1.04% | 551.42 ($587.78) 612.93 | $634.74 | 7.99% | Add 91.66% | 217,409 | 103,973 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP Total Holding History ($B)
PARTNERS CAPITAL INVESTMENT GROUP, LLP's Asset Allocation
PARTNERS CAPITAL INVESTMENT GROUP, LLP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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PARTNERS CAPITAL INVESTMENT GROUP, LLP's Hypothetical Growth since 2025-03-31
PARTNERS CAPITAL INVESTMENT GROUP, LLP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PARTNERS CAPITAL INVESTMENT GROUP, LLP's Holdings Heat Map
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PARTNERS CAPITAL INVESTMENT GROUP, LLP's Holdings Bubble Chart
PARTNERS CAPITAL INVESTMENT GROUP, LLP News
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