$2.18 Billion is the total value of PARTNERS CAPITAL INVESTMENT GROUP, LLP's 130 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 30.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | Vanguard S&P 500 ETF | $193,932,000 | +3.6% | 491,715 | +3.4% | 8.88% | +6.6% |
| HEFA | Buy | iShares Currency Hedged MSCI EAFE ETFhdg msci eafe | $122,074,000 | +37.7% | 3,549,692 | +38.7% | 5.59% | +41.7% |
| IVV | Buy | iShares Core S&P 500 ETFcore s&p500 etf | $76,284,000 | +2.3% | 177,067 | +2.1% | 3.49% | +5.2% |
| KKR | Buy | KKR & Co Inccl a | $63,733,000 | +4.2% | 1,046,869 | +1.4% | 2.92% | +7.2% |
| CBRE | Buy | CBRE Group Inccl a | $59,052,000 | +84.2% | 606,532 | +62.2% | 2.70% | +89.5% |
| MSFT | Sell | Microsoft Corp | $58,172,000 | -4.9% | 206,341 | -8.7% | 2.66% | -2.2% |
| TIP | Sell | iShares TIPS Bond ETFtips bd etf | $55,142,000 | -19.6% | 431,845 | -19.4% | 2.52% | -17.3% |
| STX | Buy | Seagate Technology PLC | $53,640,000 | -4.8% | 650,030 | +1.4% | 2.46% | -2.1% |
| C | Buy | Citigroup Inc | $53,534,000 | +1.5% | 762,815 | +2.4% | 2.45% | +4.4% |
| IAU | Buy | iShares Gold Trustishares | $51,018,000 | +4.8% | 1,527,022 | +5.7% | 2.34% | +7.8% |
| V | Buy | Visa Inc | $45,628,000 | +67.6% | 204,841 | +75.9% | 2.09% | +72.4% |
| CHTR | Buy | Charter Communications Inccl a | $45,404,000 | +2.3% | 62,406 | +1.4% | 2.08% | +5.2% |
| AMZN | Sell | Amazon.com Inc | $43,786,000 | -15.2% | 13,329 | -11.2% | 2.00% | -12.8% |
| TDG | Buy | TransDigm Group Inc | $43,443,000 | -2.1% | 69,557 | +1.4% | 1.99% | +0.7% |
| XLV | Buy | Health Care Select Sector SPDR Fundsbi healthcare | $41,283,000 | +1.2% | 324,300 | +0.1% | 1.89% | +4.1% |
| BGNE | Sell | BeiGene Ltdsponsored adr | $40,709,000 | +5.0% | 112,146 | -0.7% | 1.86% | +8.1% |
| GWRE | Buy | Guidewire Software Inc | $39,501,000 | +7.0% | 332,304 | +1.4% | 1.81% | +10.0% |
| VTV | Buy | Vanguard Value ETFvalue etf | $39,265,000 | +15.9% | 290,054 | +17.7% | 1.80% | +19.2% |
| ESGU | Buy | iShares ESG Aware MSCI USA ETFesg awr msci usa | $33,809,000 | +15.4% | 343,377 | +15.4% | 1.55% | +18.7% |
| IEMG | Sell | iShares Core MSCI Emerging Markets ETFcore msci emkt | $33,271,000 | -28.7% | 538,716 | -22.7% | 1.52% | -26.6% |
| IEFA | Buy | iShares Core MSCI EAFE ETFcore msci eafe | $31,511,000 | +92.2% | 424,392 | +93.8% | 1.44% | +97.7% |
| NOW | Sell | ServiceNow Inc | $31,156,000 | +10.4% | 50,069 | -2.5% | 1.43% | +13.5% |
| TMUS | Buy | T-Mobile US Inc | $30,988,000 | -5.6% | 242,551 | +7.1% | 1.42% | -2.9% |
| PYPL | Buy | PayPal Holdings Inc | $28,740,000 | -9.8% | 110,450 | +1.0% | 1.32% | -7.3% |
| VT | Sell | Vanguard Total World Stock ETFtt wrld st etf | $28,385,000 | -27.8% | 278,750 | -26.5% | 1.30% | -25.7% |
| FB | Buy | Facebook Inccl a | $28,394,000 | +4.4% | 83,662 | +6.9% | 1.30% | +7.3% |
| LKQ | Sell | LKQ Corp | $27,930,000 | -2.5% | 555,050 | -4.6% | 1.28% | +0.3% |
| ITOT | Sell | iShares Core S&P Total US Stock Market ETFcore s&p ttl stk | $27,394,000 | -39.9% | 278,455 | -39.6% | 1.25% | -38.2% |
| LIN | Buy | Linde PLC | $27,028,000 | +8.8% | 92,126 | +7.2% | 1.24% | +11.9% |
| JD | Buy | JD.com Incspon adr cl a | $26,611,000 | -4.6% | 368,367 | +5.4% | 1.22% | -1.9% |
| CSX | Buy | CSX Corp | $26,439,000 | +1.4% | 889,019 | +9.4% | 1.21% | +4.4% |
| REET | Sell | iShares Global REIT ETFglobal reit etf | $26,435,000 | -4.1% | 964,431 | -3.0% | 1.21% | -1.4% |
| UBER | New | Uber Technologies Inc | $24,826,000 | – | 554,144 | +100.0% | 1.14% | – |
| CB | Buy | Chubb Ltd | $24,729,000 | +1127.2% | 142,544 | +1024.5% | 1.13% | +1157.8% |
| PTON | New | Peloton Interactive Inc | $24,580,000 | – | 282,371 | +100.0% | 1.13% | – |
| SHOP | New | Shopify Inccl a | $24,408,000 | – | 18,003 | +100.0% | 1.12% | – |
| FOX | Sell | Twenty-First Century Fox Inccl b | $24,364,000 | +2.5% | 607,420 | -5.1% | 1.12% | +5.5% |
| UNP | Buy | Union Pacific Corp | $23,475,000 | -4.6% | 119,763 | +7.0% | 1.08% | -1.8% |
| ESGD | Buy | iShares Trust iShares ESG Aware MSCI EAFE ETFesg aw msci eafe | $23,130,000 | +57.5% | 295,106 | +58.8% | 1.06% | +61.9% |
| CNC | Buy | Centene Corp | $22,934,000 | -8.3% | 368,057 | +7.4% | 1.05% | -5.7% |
| VIPS | Buy | Vipshop Holdings Ltdsponsored ads a | $22,728,000 | +267.1% | 2,040,216 | +561.6% | 1.04% | +277.2% |
| BBIO | Buy | Bridgebio Pharma Inc | $21,941,000 | -17.7% | 468,128 | +7.0% | 1.00% | -15.3% |
| SGEN | Buy | Seattle Genetics Inc | $21,848,000 | +15.1% | 128,667 | +7.0% | 1.00% | +18.3% |
| IEF | Sell | iShares 7-10 Year Treasury Bond ETFbarclays 7 10 yr | $21,406,000 | -40.5% | 185,785 | -40.4% | 0.98% | -38.8% |
| INCY | Buy | Incyte Corp | $19,676,000 | -12.5% | 286,069 | +7.0% | 0.90% | -10.0% |
| VLUE | Buy | iShares MSCI USA Value Factor ETFmsci usa value | $19,323,000 | +9.3% | 191,889 | +14.1% | 0.88% | +12.5% |
| FIS | Sell | Fidelity National Information Services Inc | $19,315,000 | -23.0% | 158,739 | -10.4% | 0.88% | -20.9% |
| ELMS | Electric Last Mile Solutions I | $18,205,000 | -26.7% | 2,463,518 | 0.0% | 0.83% | -24.5% | |
| VHT | Sell | Vanguard Health Care ETFhealth car etf | $18,164,000 | -16.7% | 73,490 | -16.8% | 0.83% | -14.3% |
| VGSH | Buy | Vanguard Short-Term Treasury ETFshort term treas | $17,970,000 | +42.7% | 292,620 | +42.7% | 0.82% | +46.7% |
| KWEB | Sell | KraneShares CSI China Internet ETFcsi chi internet | $15,951,000 | -32.8% | 337,086 | -0.9% | 0.73% | -30.9% |
| DBJP | Buy | Xtrackers MSCI Japan Hedged Equity ETFxtrack msci japn | $14,389,000 | +24.3% | 284,305 | +19.3% | 0.66% | +28.0% |
| ATUS | Sell | Altice USA Inccl a | $14,185,000 | -45.5% | 684,588 | -10.3% | 0.65% | -44.0% |
| SPY | Buy | SPDR S&P 500 ETF Trusttr unit | $14,064,000 | +8.4% | 32,772 | +8.2% | 0.64% | +11.6% |
| KRE | Buy | SPDR S&P Regional Banking ETFs&p regl bkg | $13,214,000 | +3.9% | 195,045 | +0.5% | 0.60% | +6.9% |
| KRON | Kronos Bio Inc | $11,056,000 | -12.5% | 527,500 | 0.0% | 0.51% | -10.0% | |
| DBEU | Buy | Xtrackers MSCI Europe Hedged Equity ETFxtrack msci eurp | $9,129,000 | +28.3% | 267,238 | +28.1% | 0.42% | +31.9% |
| SE | Sea Ltdsponsored ads | $8,709,000 | +16.1% | 27,323 | 0.0% | 0.40% | +19.5% | |
| AGG | New | iShares Core U.S. Aggregate Bond ETFcore us aggbd et | $7,965,000 | – | 69,364 | +100.0% | 0.36% | – |
| EFA | New | iShares MSCI EAFE ETFmsci eafe etf | $7,762,000 | – | 99,500 | +100.0% | 0.36% | – |
| ESGE | Buy | iShares Inc iShares ESG Aware MSCI EM ETFesg awr msci em | $7,205,000 | +13.3% | 173,856 | +23.5% | 0.33% | +16.6% |
| ZTO | ZTO Express Cayman Incsponsored ads a | $6,525,000 | +1.0% | 212,814 | 0.0% | 0.30% | +3.8% | |
| HDB | HDFC Bank Ltdsponsored ads | $6,426,000 | -0.0% | 87,913 | 0.0% | 0.29% | +2.8% | |
| HEWJ | Buy | iShares Currency Hedged MSCI Japan ETFhdg msci japan | $6,030,000 | +4.1% | 150,101 | +0.7% | 0.28% | +7.0% |
| VNQ | Sell | Vanguard REIT ETFreal estate etf | $5,809,000 | -2.1% | 57,073 | -2.1% | 0.27% | +0.8% |
| TCOM | Sell | Trip.com Group Ltdads | $5,640,000 | -32.3% | 183,425 | -22.0% | 0.26% | -30.5% |
| YY | JOYY Inc | $5,072,000 | -16.9% | 92,503 | 0.0% | 0.23% | -14.7% | |
| PDD | Sell | Pinduoduo Incsponsored ads | $4,747,000 | -43.6% | 52,360 | -21.0% | 0.22% | -42.1% |
| VEA | Sell | Vanguard FTSE Developed Markets ETFftse dev mkt etf | $4,629,000 | -36.4% | 91,690 | -35.1% | 0.21% | -34.6% |
| ACWI | Buy | iShares MSCI ACWI ETFmsci acwi etf | $4,574,000 | +14.5% | 45,775 | +16.0% | 0.21% | +17.4% |
| IQ | Buy | iQIYI Incsponsored ads | $4,513,000 | -27.9% | 562,052 | +39.9% | 0.21% | -25.8% |
| ZLAB | Buy | Zai Lab Ltdadr | $4,415,000 | -35.7% | 41,888 | +8.0% | 0.20% | -34.0% |
| ESGV | Vanguard ESG US Stock ETFesg us stk etf | $4,042,000 | +0.1% | 50,483 | 0.0% | 0.18% | +2.8% | |
| ASHR | Xtrackers Harvest CSI 300 China A-Shares ETFxtrack hrvst csi | $4,021,000 | -6.0% | 105,502 | 0.0% | 0.18% | -3.2% | |
| WMS | Buy | Advanced Drainage Systems Inc | $3,699,000 | +9.0% | 34,192 | +17.4% | 0.17% | +11.9% |
| EEM | iShares MSCI Emerging Markets ETFmsci emg mkt etf | $3,666,000 | -8.6% | 72,772 | 0.0% | 0.17% | -6.1% | |
| ADPT | Buy | Adaptive Biotechnologies Corp | $3,581,000 | +22.8% | 105,346 | +47.7% | 0.16% | +26.2% |
| DIS | Sell | Walt Disney Co/The | $3,505,000 | -34.7% | 20,721 | -32.2% | 0.16% | -33.1% |
| OKTA | Buy | Okta Inccl a | $3,460,000 | +18.0% | 14,579 | +21.6% | 0.16% | +20.6% |
| ACAD | Buy | ACADIA Pharmaceuticals Inc | $3,443,000 | +15.9% | 207,284 | +70.2% | 0.16% | +19.7% |
| AMAT | Buy | Applied Materials Inc | $3,413,000 | -5.0% | 26,510 | +5.1% | 0.16% | -2.5% |
| HUBS | Sell | HubSpot Inc | $3,412,000 | -7.3% | 5,046 | -20.1% | 0.16% | -4.9% |
| LOW | Buy | Lowe's Cos Inc | $3,395,000 | +16.1% | 16,737 | +11.1% | 0.16% | +19.2% |
| EWUS | iShares MSCI United Kingdom Small-Cap ETFmsci uk sm etf | $3,022,000 | -0.6% | 64,800 | 0.0% | 0.14% | +2.2% | |
| VWO | Sell | Vanguard FTSE Emerging Markets ETFftse emr mkt etf | $2,934,000 | -50.8% | 58,660 | -46.6% | 0.13% | -49.4% |
| ALLO | Allogene Therapeutics Inc | $2,396,000 | -1.5% | 93,248 | 0.0% | 0.11% | +1.9% | |
| SHY | Buy | iShares 1-3 Year Treasury Bond ETF1 3 yr treas bd | $2,246,000 | +21.2% | 26,073 | +21.3% | 0.10% | +25.6% |
| VGIT | Buy | Vanguard Intermediate-Term Treasury ETFinter term treas | $2,172,000 | +28.8% | 32,155 | +29.3% | 0.10% | +32.0% |
| GLD | Sell | SPDR Gold Shares | $2,022,000 | -79.3% | 12,310 | -79.2% | 0.09% | -78.7% |
| DBEF | New | Xtrackers MSCI EAFE Hedged Equity ETFxtrack msci eafe | $1,942,000 | – | 51,431 | +100.0% | 0.09% | – |
| IWV | iShares Russell 3000 ETFrussell 3000 etf | $1,631,000 | -0.4% | 6,401 | 0.0% | 0.08% | +2.7% | |
| ICLN | Buy | iShares Global Clean Energy ETFgl clean ene etf | $1,501,000 | +17.2% | 69,345 | +27.0% | 0.07% | +21.1% |
| DXJ | Buy | WisdomTree Japan Hedged Equity Fundjapn hedge eqt | $1,470,000 | +3.6% | 23,272 | +0.1% | 0.07% | +6.3% |
| SPYX | New | SPDR S&P 500 Fossil Fuel Reserves Free ETFspdr s&p 500 etf | $1,363,000 | – | 12,830 | +100.0% | 0.06% | – |
| VTIP | Sell | Vanguard Short-Term Inflation-Protected Securities ETFstrm infproidx | $1,081,000 | -59.3% | 20,553 | -59.5% | 0.05% | -57.6% |
| HYG | Sell | iShares iBoxx $ High Yield Corporate Bond ETFiboxx hi yd etf | $1,069,000 | -72.2% | 12,223 | -72.0% | 0.05% | -71.3% |
| VNQI | Sell | Vanguard Global ex-U.S. Real Estate ETFglb ex us etf | $1,042,000 | -11.5% | 18,501 | -8.3% | 0.05% | -7.7% |
| BSV | New | Vanguard Short-Term Bond ETFshort trm bond | $885,000 | – | 10,800 | +100.0% | 0.04% | – |
| QQQ | Buy | Invesco QQQ Trust Series 1unit ser 1 | $896,000 | +1.0% | 2,504 | +0.1% | 0.04% | +5.1% |
| EFAX | Sell | SPDR MSCI EAFE Fossil Fuel Reserves Free ETFmsci eafe fs etf | $866,000 | -53.9% | 10,481 | -53.4% | 0.04% | -52.4% |
| VXF | Buy | Vanguard Extended Market ETFextend mkt etf | $721,000 | +86.8% | 3,951 | +92.8% | 0.03% | +94.1% |
| MTUM | Buy | iShares Edge MSCI USA Momentum Factor ETFusa momentum fct | $650,000 | +1.4% | 3,699 | +0.1% | 0.03% | +3.4% |
| QUAL | Buy | iShares MSCI USA Quality Factor ETFmsci usa qlt fct | $632,000 | +58.4% | 4,800 | +60.0% | 0.03% | +61.1% |
| PRF | New | Invesco FTSE RAFI US 1000 ETFftse rafi 1000 | $626,000 | – | 3,950 | +100.0% | 0.03% | – |
| VGK | Vanguard FTSE Europe ETFftse europe etf | $429,000 | -2.3% | 6,533 | 0.0% | 0.02% | 0.0% | |
| DNL | New | WisdomTree Global ex-US Quality Dividend Growth Fundglb us qtly div | $384,000 | – | 9,500 | +100.0% | 0.02% | – |
| RLY | New | SPDR SSgA Multi-Asset Real Return ETFmult ass rlrtn | $397,000 | – | 13,910 | +100.0% | 0.02% | – |
| MOAT | New | VanEck Morningstar Wide Moat ETFmrngstr wde moat | $220,000 | – | 3,000 | +100.0% | 0.01% | – |
| RTX | Sell | Raytheon Technologies Corp | $216,000 | -95.1% | 2,514 | -95.1% | 0.01% | -94.9% |
| PAVE | New | Global X US Infrastructure Development ETFus infr dev etf | $221,000 | – | 8,700 | +100.0% | 0.01% | – |
| IHDG | Sell | WisdomTree International Hedged Quality Dividend Growth Funditl hdg qtly div | $188,000 | -14.9% | 4,360 | -12.8% | 0.01% | -10.0% |
| ARKK | New | ARK Innovation ETFinnovation etf | $188,000 | – | 1,700 | +100.0% | 0.01% | – |
| BKNG | Sell | Booking Holdings Inc | $204,000 | -94.9% | 86 | -95.3% | 0.01% | -95.0% |
| TRN | Trinity Industries Inc | $171,000 | +1.2% | 6,276 | 0.0% | 0.01% | 0.0% | |
| AAXJ | New | iShares MSCI All Country Asia ex Japan ETFmsci ac asia etf | $177,000 | – | 2,084 | +100.0% | 0.01% | – |
| EXPE | Sell | Expedia Inc | $158,000 | -99.5% | 963 | -99.5% | 0.01% | -99.5% |
| MTCH | Sell | Match Group Inc | $136,000 | -95.5% | 864 | -95.3% | 0.01% | -95.5% |
| MCO | Sell | Moody's Corp | $123,000 | -95.4% | 345 | -95.4% | 0.01% | -95.0% |
| TSM | Sell | Taiwan Semiconductor Manufacturing Co Ltdsponsored ads | $113,000 | -95.7% | 1,013 | -95.3% | 0.01% | -95.7% |
| BSX | Sell | Boston Scientific Corp | $113,000 | -95.3% | 2,604 | -95.3% | 0.01% | -95.3% |
| ADI | Sell | Analog Devices Inc | $109,000 | -95.5% | 652 | -95.3% | 0.01% | -95.3% |
| HLT | Sell | Hilton Worldwide Holdings Inc | $115,000 | -94.9% | 869 | -95.4% | 0.01% | -95.0% |
| SQ | Sell | Square Inccl a | $113,000 | -95.4% | 472 | -95.3% | 0.01% | -95.5% |
| MA | Sell | Mastercard Inccl a | $91,000 | -95.6% | 262 | -95.4% | 0.00% | -95.7% |
| MU | Sell | Micron Technology Inc | $85,000 | -96.1% | 1,195 | -95.4% | 0.00% | -95.9% |
| REXR | Rexford Industrial Realty Inc | $88,000 | 0.0% | 1,550 | 0.0% | 0.00% | 0.0% | |
| TGT | Sell | Target Corp | $91,000 | -96.9% | 399 | -96.7% | 0.00% | -96.9% |
| UNH | Sell | UnitedHealth Group Inc | $98,000 | -95.5% | 252 | -95.3% | 0.00% | -95.8% |
| BABA | Sell | Alibaba Group Holding Ltdsponsored ads | $76,000 | -97.3% | 511 | -95.9% | 0.00% | -97.6% |
| ST | New | Sensata Technologies Holding PLC | $4,000 | – | 75 | +100.0% | 0.00% | – |
| DELL | Exit | Dell Technologies Inccl c | $0 | – | -1,287 | -100.0% | -0.01% | – |
| CL | Exit | Colgate-Palmolive Co | $0 | – | -3,886 | -100.0% | -0.01% | – |
| GVI | Exit | iShares Intermediate Government/Credit Bond ETFintrm gov cr etf | $0 | – | -2,954 | -100.0% | -0.02% | – |
| BDX | Exit | Becton Dickinson and Co | $0 | – | -2,022 | -100.0% | -0.02% | – |
| COIN | Exit | Coinbase Global Inc | $0 | – | -1,960 | -100.0% | -0.02% | – |
| SYK | Exit | Stryker Corp | $0 | – | -1,973 | -100.0% | -0.02% | – |
| PEP | Exit | PepsiCo Inc | $0 | – | -3,475 | -100.0% | -0.02% | – |
| CME | Exit | CME Group Inc | $0 | – | -2,519 | -100.0% | -0.02% | – |
| MCD | Exit | McDonald's Corp | $0 | – | -2,575 | -100.0% | -0.03% | – |
| EW | Exit | Edwards Lifesciences Corp | $0 | – | -6,481 | -100.0% | -0.03% | – |
| ISRG | Exit | Intuitive Surgical Inc | $0 | – | -789 | -100.0% | -0.03% | – |
| ADBE | Exit | Adobe Inc | $0 | – | -1,404 | -100.0% | -0.04% | – |
| SPGI | Exit | S&P Global Inc | $0 | – | -2,030 | -100.0% | -0.04% | – |
| ACN | Exit | Accenture PLC | $0 | – | -3,117 | -100.0% | -0.04% | – |
| NKE | Exit | NIKE Inccl b | $0 | – | -7,281 | -100.0% | -0.05% | – |
| ZTS | Exit | Zoetis Inccl a | $0 | – | -6,021 | -100.0% | -0.05% | – |
| EL | Exit | Estee Lauder Cos Inc/Thecl a | $0 | – | -3,829 | -100.0% | -0.05% | – |
| GOOG | Exit | Alphabet Inccap stk cl c | $0 | – | -538 | -100.0% | -0.06% | – |
| JPM | Exit | JPMorgan Chase & Co | $0 | – | -13,825 | -100.0% | -0.10% | – |
| VDC | Exit | Vanguard Consumer Staples ETFconsum stp etf | $0 | – | -19,599 | -100.0% | -0.16% | – |
| USMV | Exit | iShares MSCI USA Min Vol Factor ETFmsci min vol etf | $0 | – | -49,026 | -100.0% | -0.16% | – |
| RBLX | Exit | ROBLOX Corpcl a | $0 | – | -53,872 | -100.0% | -0.22% | – |
| HTHT | Exit | Huazhu Group Ltdsponsored ads | $0 | – | -116,046 | -100.0% | -0.27% | – |
| IDEV | Exit | iShares Core MSCI International Developed Markets ETFcore msci intl | $0 | – | -145,078 | -100.0% | -0.44% | – |
| UAL | Exit | United Continental Holdings Inc | $0 | – | -455,304 | -100.0% | -1.06% | – |
| BAC | Exit | Bank of America Corp | $0 | – | -590,947 | -100.0% | -1.08% | – |
| CRM | Exit | salesforce.com Inc | $0 | – | -109,784 | -100.0% | -1.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-15
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.