Partners Capital Investment Group, LLP Portfolio Holdings by Sector
Partners Capital Investment Group, LLP
- $3.34 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV VOO EMXC BIL VT SGOV VGSH VTV 76 stocks |
$3.24 Million
96.79% of portfolio
|
7
|
66
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$11,457
0.34% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM NOW HUBS 3 stocks |
$10,747
0.32% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TDG HWM 2 stocks |
$6,221
0.19% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
BMY LLY 2 stocks |
$5,798
0.17% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM 1 stocks |
$5,713
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
FOXA 1 stocks |
$5,456
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$5,347
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5,212
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$5,191
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$5,041
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
QSR 1 stocks |
$4,968
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$4,885
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$4,780
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC 1 stocks |
$4,775
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$4,695
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$4,653
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ARGX KRON ALLO 3 stocks |
$3,349
0.1% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$3,174
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
JBT 1 stocks |
$2,786
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
FUL 1 stocks |
$2,300
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
BXMT 1 stocks |
$701
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
OPEN 1 stocks |
$60
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|