$2.28 Billion is the total value of PARTNERS CAPITAL INVESTMENT GROUP, LLP's 142 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 52.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | Vanguard S&P 500 ETF | $258,188,000 | +520.7% | 708,724 | +485.6% | 11.32% | +375.4% |
| IVV | Buy | iShares Core S&P 500 ETFcore s&p500 etf | $112,212,000 | +18.2% | 282,068 | +11.5% | 4.92% | -9.5% |
| HEFA | Buy | iShares Currency Hedged MSCI EAFE ETFhdg msci eafe | $100,449,000 | +67.1% | 3,046,669 | +54.4% | 4.41% | +28.0% |
| TIP | Buy | iShares TIPS Bond ETFtips bd etf | $66,617,000 | +64.8% | 530,812 | +67.6% | 2.92% | +26.2% |
| VT | Buy | Vanguard Total World Stock ETFtt wrld st etf | $61,839,000 | +227.1% | 635,614 | +211.3% | 2.71% | +150.4% |
| MSFT | Buy | Microsoft Corp | $59,656,000 | +19.2% | 253,025 | +12.5% | 2.62% | -8.7% |
| C | Buy | Citigroup Inc | $57,370,000 | +22.1% | 788,587 | +3.4% | 2.52% | -6.5% |
| IAU | Buy | iShares Gold Trustishares | $55,039,000 | -8.5% | 3,384,914 | +2.0% | 2.41% | -29.9% |
| KKR | Sell | KKR & Co Inccl a | $53,699,000 | +18.5% | 1,099,261 | -1.8% | 2.36% | -9.2% |
| AMZN | Buy | Amazon.com Inc | $53,540,000 | +5.2% | 17,304 | +10.7% | 2.35% | -19.5% |
| STX | Sell | Seagate Technology PLC | $52,398,000 | +21.4% | 682,706 | -1.7% | 2.30% | -7.0% |
| TDG | Sell | TransDigm Group Inc | $42,933,000 | -6.6% | 73,025 | -1.7% | 1.88% | -28.5% |
| CHTR | Sell | Charter Communications Inccl a | $40,404,000 | -16.6% | 65,483 | -10.6% | 1.77% | -36.1% |
| XLV | Buy | Health Care Select Sector SPDR Fundsbi healthcare | $37,785,000 | +3.0% | 323,668 | +0.1% | 1.66% | -21.1% |
| BGNE | Buy | BeiGene Ltdsponsored adr | $37,264,000 | +456.9% | 107,057 | +313.4% | 1.63% | +326.6% |
| ITOT | New | iShares Core S&P Total US Stock Market ETFcore s&p ttl stk | $36,923,000 | – | 403,093 | +100.0% | 1.62% | – |
| IEF | Buy | iShares 7-10 Year Treasury Bond ETFbarclays 7 10 yr | $35,880,000 | +48.8% | 317,719 | +58.1% | 1.57% | +14.0% |
| IEFA | Buy | iShares Core MSCI EAFE ETFcore msci eafe | $35,460,000 | +7.6% | 492,165 | +3.1% | 1.56% | -17.6% |
| GWRE | Sell | Guidewire Software Inc | $35,417,000 | -22.4% | 348,487 | -1.8% | 1.55% | -40.6% |
| IEMG | Sell | iShares Core MSCI Emerging Markets ETFcore msci emkt | $33,043,000 | -34.0% | 513,405 | -36.3% | 1.45% | -49.4% |
| V | Buy | Visa Inc | $31,638,000 | +3.0% | 149,424 | +6.4% | 1.39% | -21.0% |
| EXPE | Buy | Expedia Inc | $31,499,000 | +31.2% | 183,006 | +0.9% | 1.38% | +0.5% |
| VTV | Buy | Vanguard Value ETFvalue etf | $30,181,000 | +42.1% | 229,582 | +28.6% | 1.32% | +8.9% |
| LKQ | Sell | LKQ Corp | $29,599,000 | +17.4% | 699,237 | -2.2% | 1.30% | -10.0% |
| PYPL | Buy | PayPal Holdings Inc | $28,575,000 | +28.8% | 117,671 | +24.2% | 1.25% | -1.4% |
| FOX | Sell | Twenty-First Century Fox Inccl b | $28,373,000 | +20.0% | 785,742 | -3.2% | 1.24% | -8.1% |
| CBRE | Buy | CBRE Group Inccl a | $27,614,000 | +28.8% | 349,059 | +2.1% | 1.21% | -1.4% |
| ESGU | New | iShares ESG Aware MSCI USA ETFesg awr msci usa | $27,036,000 | – | 297,526 | +100.0% | 1.19% | – |
| JD | Buy | JD.com Incspon adr cl a | $26,486,000 | -1.7% | 314,078 | +2.5% | 1.16% | -24.7% |
| TMUS | New | T-Mobile US Inc | $26,247,000 | – | 209,486 | +100.0% | 1.15% | – |
| BSX | Buy | Boston Scientific Corp | $25,459,000 | +19.7% | 658,698 | +11.3% | 1.12% | -8.3% |
| REET | Buy | iShares Global REIT ETFglobal reit etf | $24,916,000 | +24.1% | 977,856 | +16.6% | 1.09% | -5.0% |
| UAL | Buy | United Continental Holdings Inc | $24,262,000 | +34.4% | 421,648 | +1.0% | 1.06% | +2.9% |
| CSX | Buy | CSX Corp | $23,972,000 | +10.8% | 248,625 | +4.3% | 1.05% | -15.2% |
| ATUS | Buy | Altice USA Inccl a | $23,967,000 | -13.3% | 736,762 | +0.9% | 1.05% | -33.6% |
| NOW | Buy | ServiceNow Inc | $23,948,000 | +5.0% | 47,885 | +15.6% | 1.05% | -19.6% |
| FIS | Buy | Fidelity National Information Services Inc | $23,735,000 | +13.6% | 168,801 | +14.3% | 1.04% | -13.0% |
| UNP | Buy | Union Pacific Corp | $22,817,000 | +3113.7% | 103,520 | +2935.8% | 1.00% | +2341.5% |
| LIN | Buy | Linde PLC | $22,237,000 | +7.5% | 79,378 | +1.1% | 0.98% | -17.7% |
| CRM | Buy | salesforce.com Inc | $21,509,000 | +0.3% | 101,521 | +5.3% | 0.94% | -23.3% |
| CMCSA | Sell | Comcast Corp | $21,420,000 | -15.4% | 395,864 | -18.1% | 0.94% | -35.2% |
| FB | Buy | Facebook Inccl a | $21,343,000 | +8.9% | 72,465 | +1.0% | 0.94% | -16.6% |
| VHT | Vanguard Health Care ETFhealth car etf | $20,897,000 | +2.2% | 91,355 | 0.0% | 0.92% | -21.6% | |
| CNC | Buy | Centene Corp | $20,290,000 | +7.5% | 317,484 | +1.0% | 0.89% | -17.7% |
| INCY | Buy | Incyte Corp | $20,118,000 | -5.6% | 247,545 | +1.0% | 0.88% | -27.7% |
| KWEB | Sell | KraneShares CSI China Internet ETFcsi chi internet | $15,742,000 | -8.0% | 206,183 | -7.4% | 0.69% | -29.6% |
| SGEN | Buy | Seattle Genetics Inc | $15,455,000 | -19.9% | 111,300 | +1.0% | 0.68% | -38.6% |
| KRON | Kronos Bio Inc | $15,440,000 | -2.0% | 527,500 | 0.0% | 0.68% | -24.9% | |
| ESGD | New | iShares Trust iShares ESG Aware MSCI EAFE ETFesg aw msci eafe | $14,107,000 | – | 185,869 | +100.0% | 0.62% | – |
| KRE | Buy | SPDR S&P Regional Banking ETFs&p regl bkg | $12,811,000 | +28.3% | 193,112 | +0.5% | 0.56% | -1.7% |
| VGSH | Buy | Vanguard Short-Term Treasury ETFshort term treas | $12,434,000 | +238.2% | 202,110 | +238.6% | 0.54% | +158.3% |
| DBJP | Sell | Xtrackers MSCI Japan Hedged Equity ETFxtrack msci japn | $11,890,000 | -16.2% | 238,409 | -15.5% | 0.52% | -35.8% |
| GLD | Buy | SPDR Gold Shares | $11,491,000 | -5.3% | 71,839 | +5.7% | 0.50% | -27.5% |
| VEA | Buy | Vanguard FTSE Developed Markets ETFftse dev mkt etf | $10,185,000 | +16.5% | 207,383 | +12.0% | 0.45% | -10.8% |
| IDEV | New | iShares Core MSCI International Developed Markets ETFcore msci intl | $9,372,000 | – | 145,078 | +100.0% | 0.41% | – |
| SPY | Buy | SPDR S&P 500 ETF Trusttr unit | $8,705,000 | +121.8% | 21,963 | +109.3% | 0.38% | +69.8% |
| VWO | Buy | Vanguard FTSE Emerging Markets ETFftse emr mkt etf | $6,558,000 | +49.9% | 126,001 | +44.4% | 0.29% | +15.2% |
| SE | Sea Ltdsponsored ads | $6,099,000 | +12.1% | 27,323 | 0.0% | 0.27% | -13.8% | |
| TCOM | Trip.com Group Ltdads | $6,118,000 | +17.5% | 154,382 | 0.0% | 0.27% | -10.1% | |
| ESGE | New | iShares Inc iShares ESG Aware MSCI EM ETFesg awr msci em | $6,098,000 | – | 140,805 | +100.0% | 0.27% | – |
| DBEU | Sell | Xtrackers MSCI Europe Hedged Equity ETFxtrack msci eurp | $5,977,000 | -24.5% | 184,364 | -30.3% | 0.26% | -42.2% |
| HYG | Buy | iShares iBoxx $ High Yield Corporate Bond ETFiboxx hi yd etf | $5,979,000 | +75.3% | 68,582 | +75.6% | 0.26% | +34.4% |
| VIPS | Vipshop Holdings Ltdsponsored ads a | $5,795,000 | +6.2% | 194,079 | 0.0% | 0.25% | -18.6% | |
| HEWJ | Buy | iShares Currency Hedged MSCI Japan ETFhdg msci japan | $5,800,000 | +8.9% | 148,995 | +0.3% | 0.25% | -16.7% |
| HDB | HDFC Bank Ltdsponsored ads | $5,766,000 | +7.5% | 74,216 | 0.0% | 0.25% | -17.6% | |
| ZTO | Buy | ZTO Express Cayman Incsponsored ads a | $5,460,000 | +7.6% | 187,305 | +7.6% | 0.24% | -17.9% |
| ADSK | New | Autodesk Inc | $5,399,000 | – | 19,482 | +100.0% | 0.24% | – |
| BKNG | Sell | Booking Holdings Inc | $5,263,000 | +0.6% | 2,259 | -3.8% | 0.23% | -22.7% |
| DIS | Buy | Walt Disney Co/The | $5,244,000 | +84.0% | 28,419 | +80.7% | 0.23% | +41.1% |
| RTX | Buy | Raytheon Technologies Corp | $5,167,000 | +8.6% | 66,871 | +0.5% | 0.23% | -16.8% |
| ZLAB | New | Zai Lab Ltdadr | $5,177,000 | – | 38,802 | +100.0% | 0.23% | – |
| TAL | Buy | TAL Education Groupsponsored ads | $4,923,000 | -3.8% | 91,415 | +27.7% | 0.22% | -26.3% |
| IQ | Buy | iQIYI Incsponsored ads | $4,920,000 | +21.2% | 296,019 | +27.4% | 0.22% | -7.3% |
| PDD | New | Pinduoduo Incsponsored ads | $4,872,000 | – | 36,389 | +100.0% | 0.21% | – |
| JPM | Buy | JPMorgan Chase & Co | $4,699,000 | +56.0% | 30,871 | +30.2% | 0.21% | +19.1% |
| VLUE | New | iShares MSCI USA Value Factor ETFmsci usa value | $4,527,000 | – | 44,179 | +100.0% | 0.20% | – |
| BABA | Sell | Alibaba Group Holding Ltdsponsored ads | $4,226,000 | -53.1% | 18,639 | -51.9% | 0.18% | -64.1% |
| VGIT | New | Vanguard Intermediate-Term Treasury ETFinter term treas | $4,194,000 | – | 62,378 | +100.0% | 0.18% | – |
| ASHR | New | Xtrackers Harvest CSI 300 China A-Shares ETFxtrack hrvst csi | $4,074,000 | – | 105,502 | +100.0% | 0.18% | – |
| EL | New | Estee Lauder Cos Inc/Thecl a | $4,045,000 | – | 13,906 | +100.0% | 0.18% | – |
| VDC | Sell | Vanguard Consumer Staples ETFconsum stp etf | $3,939,000 | -71.6% | 22,101 | -72.3% | 0.17% | -78.2% |
| GOOG | New | Alphabet Inccap stk cl c | $3,926,000 | – | 1,898 | +100.0% | 0.17% | – |
| EEM | iShares MSCI Emerging Markets ETFmsci emg mkt etf | $3,865,000 | +3.2% | 72,453 | 0.0% | 0.17% | -20.6% | |
| USMV | iShares MSCI USA Min Vol Factor ETFmsci min vol etf | $3,836,000 | +1.9% | 55,439 | 0.0% | 0.17% | -21.9% | |
| ALLO | Sell | Allogene Therapeutics Inc | $3,733,000 | +13.1% | 105,754 | -19.1% | 0.16% | -13.2% |
| ACWI | Sell | iShares MSCI ACWI ETFmsci acwi etf | $3,729,000 | -77.9% | 39,187 | -78.9% | 0.16% | -83.0% |
| NKE | New | NIKE Inccl b | $3,632,000 | – | 27,329 | +100.0% | 0.16% | – |
| ZTS | New | Zoetis Inccl a | $3,418,000 | – | 21,707 | +100.0% | 0.15% | – |
| AMAT | Sell | Applied Materials Inc | $3,369,000 | +41.1% | 25,215 | -8.8% | 0.15% | +8.0% |
| SCHP | New | Schwab US TIPS ETFus tips etf | $3,364,000 | – | 55,005 | +100.0% | 0.15% | – |
| VNQ | Buy | Vanguard REIT ETFreal estate etf | $3,241,000 | +752.9% | 35,277 | +688.7% | 0.14% | +545.5% |
| ACN | New | Accenture PLC | $3,162,000 | – | 11,447 | +100.0% | 0.14% | – |
| WMS | Buy | Advanced Drainage Systems Inc | $3,011,000 | +37.9% | 29,123 | +11.5% | 0.13% | +5.6% |
| EWUS | New | iShares MSCI United Kingdom Small-Cap ETFmsci uk sm etf | $2,954,000 | – | 64,800 | +100.0% | 0.13% | – |
| HUBS | Buy | HubSpot Inc | $2,870,000 | +27.7% | 6,319 | +11.4% | 0.13% | -2.3% |
| GOOGL | Sell | Alphabet Inc - Class Acap stk cl a | $2,646,000 | -1.9% | 1,283 | -16.6% | 0.12% | -24.7% |
| TGT | New | Target Corp | $2,606,000 | – | 13,156 | +100.0% | 0.11% | – |
| SPGI | New | S&P Global Inc | $2,575,000 | – | 7,297 | +100.0% | 0.11% | – |
| HLT | Buy | Hilton Worldwide Holdings Inc | $2,483,000 | +10.1% | 20,532 | +1.3% | 0.11% | -15.5% |
| MU | New | Micron Technology Inc | $2,465,000 | – | 27,941 | +100.0% | 0.11% | – |
| ADBE | New | Adobe Inc | $2,433,000 | – | 5,119 | +100.0% | 0.11% | – |
| ADPT | Buy | Adaptive Biotechnologies Corp | $2,408,000 | +15.0% | 59,807 | +68.9% | 0.11% | -11.7% |
| MCO | New | Moody's Corp | $2,410,000 | – | 8,072 | +100.0% | 0.11% | – |
| YUM | New | Yum! Brands Inc | $2,363,000 | – | 21,843 | +100.0% | 0.10% | – |
| ADI | New | Analog Devices Inc | $2,359,000 | – | 15,212 | +100.0% | 0.10% | – |
| OKTA | Buy | Okta Inccl a | $2,353,000 | +17.9% | 10,673 | +36.0% | 0.10% | -9.6% |
| ACAD | Buy | ACADIA Pharmaceuticals Inc | $2,247,000 | +5.5% | 87,111 | +118.7% | 0.10% | -18.9% |
| UNH | Buy | UnitedHealth Group Inc | $2,202,000 | +7.3% | 5,919 | +1.2% | 0.10% | -17.8% |
| MA | Buy | Mastercard Inccl a | $2,198,000 | +0.9% | 6,173 | +1.2% | 0.10% | -23.2% |
| CB | New | Chubb Ltd | $2,178,000 | – | 13,789 | +100.0% | 0.10% | – |
| MTCH | New | Match Group Inc | $2,139,000 | – | 15,567 | +100.0% | 0.09% | – |
| MCD | New | McDonald's Corp | $2,116,000 | – | 9,442 | +100.0% | 0.09% | – |
| ISRG | New | Intuitive Surgical Inc | $2,051,000 | – | 2,776 | +100.0% | 0.09% | – |
| TSM | New | Taiwan Semiconductor Manufacturing Co Ltdsponsored ads | $2,063,000 | – | 17,445 | +100.0% | 0.09% | – |
| CME | New | CME Group Inc | $1,939,000 | – | 9,494 | +100.0% | 0.08% | – |
| EW | New | Edwards Lifesciences Corp | $1,926,000 | – | 23,025 | +100.0% | 0.08% | – |
| SHY | Buy | iShares 1-3 Year Treasury Bond ETF1 3 yr treas bd | $1,884,000 | +107.0% | 21,847 | +107.3% | 0.08% | +59.6% |
| BDX | New | Becton Dickinson and Co | $1,825,000 | – | 7,506 | +100.0% | 0.08% | – |
| PEP | New | PepsiCo Inc | $1,828,000 | – | 12,923 | +100.0% | 0.08% | – |
| EFAX | Buy | SPDR MSCI EAFE Fossil Fuel Reserves Free ETFmsci eafe fs etf | $1,807,000 | +174.2% | 22,512 | +166.1% | 0.08% | +107.9% |
| SYK | New | Stryker Corp | $1,745,000 | – | 7,166 | +100.0% | 0.08% | – |
| IWV | iShares Russell 3000 ETFrussell 3000 etf | $1,519,000 | +6.1% | 6,401 | 0.0% | 0.07% | -18.3% | |
| DXJ | WisdomTree Japan Hedged Equity Fundjapn hedge eqt | $1,415,000 | +12.7% | 23,069 | 0.0% | 0.06% | -13.9% | |
| ICLN | Sell | iShares Global Clean Energy ETFgl clean ene etf | $1,327,000 | -49.7% | 54,601 | -41.5% | 0.06% | -61.6% |
| CL | New | Colgate-Palmolive Co | $1,137,000 | – | 14,422 | +100.0% | 0.05% | – |
| VNQI | Buy | Vanguard Global ex-U.S. Real Estate ETFglb ex us etf | $1,028,000 | +168.4% | 18,438 | +161.3% | 0.04% | +104.5% |
| ESGV | Vanguard ESG US Stock ETFesg us stk etf | $799,000 | +5.1% | 10,836 | 0.0% | 0.04% | -20.5% | |
| QQQ | Buy | Invesco QQQ Trust Series 1unit ser 1 | $798,000 | +1.8% | 2,502 | +0.1% | 0.04% | -22.2% |
| SPYX | Sell | SPDR S&P 500 Fossil Fuel Reserves Free ETFspdr s&p 500 etf | $704,000 | -47.1% | 7,165 | -49.9% | 0.03% | -59.2% |
| EEMX | SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETFmsci emr mkt etf | $691,000 | +3.0% | 8,689 | 0.0% | 0.03% | -21.1% | |
| MTUM | iShares Edge MSCI USA Momentum Factor ETFusa momentum fct | $595,000 | -0.2% | 3,697 | 0.0% | 0.03% | -23.5% | |
| VGK | Vanguard FTSE Europe ETFftse europe etf | $412,000 | +4.6% | 6,533 | 0.0% | 0.02% | -21.7% | |
| QUAL | New | iShares MSCI USA Quality Factor ETFmsci usa qlt fct | $365,000 | – | 3,000 | +100.0% | 0.02% | – |
| VXF | Buy | Vanguard Extended Market ETFextend mkt etf | $362,000 | +7.7% | 2,049 | +0.3% | 0.02% | -15.8% |
| GVI | New | iShares Intermediate Government/Credit Bond ETFintrm gov cr etf | $339,000 | – | 2,954 | +100.0% | 0.02% | – |
| BMY | Bristol-Myers Squibb Co | $338,000 | +1.8% | 5,357 | 0.0% | 0.02% | -21.1% | |
| IHDG | Sell | WisdomTree International Hedged Quality Dividend Growth Funditl hdg qtly div | $206,000 | +3.0% | 5,000 | -1.7% | 0.01% | -18.2% |
| TRN | New | Trinity Industries Inc | $179,000 | – | 6,276 | +100.0% | 0.01% | – |
| GUNR | New | FlexShares Global Upstream Natural Resources Index Fundmornstar upstr | $80,000 | – | 2,218 | +100.0% | 0.00% | – |
| REXR | Rexford Industrial Realty Inc | $78,000 | +2.6% | 1,550 | 0.0% | 0.00% | -25.0% | |
| DCT | New | Duck Creek Technologies Inc | $36,000 | – | 806 | +100.0% | 0.00% | – |
| FROG | New | JFrog Ltd | $28,000 | – | 622 | +100.0% | 0.00% | – |
| JNJ | Exit | Johnson & Johnson | $0 | – | -875 | -100.0% | -0.01% | – |
| RP | Exit | RealPage Inc | $0 | – | -2,207 | -100.0% | -0.01% | – |
| IEI | Exit | iShares 3-7 Year Treasury Bond ETF3 7 yr treas bd | $0 | – | -2,600 | -100.0% | -0.02% | – |
| AAPL | Exit | Apple Inc | $0 | – | -3,074 | -100.0% | -0.02% | – |
| TMO | Exit | Thermo Fisher Scientific Inc | $0 | – | -3,784 | -100.0% | -0.10% | – |
| AXP | Exit | American Express Co | $0 | – | -16,588 | -100.0% | -0.12% | – |
| VFH | Exit | Vanguard Financials ETFfinancials etf | $0 | – | -28,863 | -100.0% | -0.12% | – |
| ATVI | Exit | Activision Blizzard Inc | $0 | – | -24,062 | -100.0% | -0.13% | – |
| STZ | Exit | Constellation Brands Inccl a | $0 | – | -10,344 | -100.0% | -0.13% | – |
| TJX | Exit | TJX Cos Inc/The | $0 | – | -33,788 | -100.0% | -0.13% | – |
| TTWO | Exit | Take-Two Interactive Software Inc | $0 | – | -13,018 | -100.0% | -0.16% | – |
| ALLY | Exit | Ally Financial Inc | $0 | – | -92,624 | -100.0% | -0.19% | – |
| DFS | Exit | Discover Financial Services | $0 | – | -37,110 | -100.0% | -0.19% | – |
| EDU | Exit | New Oriental Education & Technology Group Incspon adr | $0 | – | -29,172 | -100.0% | -0.31% | – |
| GRA | Exit | WR Grace & Co | $0 | – | -356,501 | -100.0% | -1.12% | – |
| KBE | Exit | SPDR S&P Bank ETFs&p bk etf | $0 | – | -513,626 | -100.0% | -1.23% | – |
| ALXN | Exit | Alexion Pharmaceuticals Inc | $0 | – | -170,043 | -100.0% | -1.52% | – |
| MS | Exit | Morgan Stanley | $0 | – | -694,373 | -100.0% | -2.72% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-08-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares Core S&P 500 ETF | 24 | Q3 2023 | 12.6% |
| Vanguard Value ETF | 24 | Q3 2023 | 16.6% |
| iShares Core MSCI Emerging Markets ETF | 24 | Q3 2023 | 10.8% |
| iShares Currency Hedged MSCI EAFE ETF | 24 | Q3 2023 | 6.3% |
| Microsoft Corp | 24 | Q3 2023 | 5.4% |
| TransDigm Group Inc | 24 | Q3 2023 | 4.7% |
| iShares Global REIT ETF | 24 | Q3 2023 | 2.7% |
| Vanguard Total World Stock ETF | 24 | Q3 2023 | 3.8% |
| iShares TIPS Bond ETF | 24 | Q3 2023 | 3.1% |
| Yum! Brands Inc | 24 | Q3 2023 | 2.5% |
View PARTNERS CAPITAL INVESTMENT GROUP, LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| SC 13G | 2024-02-06 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR/A | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
View PARTNERS CAPITAL INVESTMENT GROUP, LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.