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Alyson Mencio Stevens

@&partners

Latest period2024 - Q3ReportedManaged Assets$5.183BTotal holdings1390
Assets growth rate126.88%Assets growth rate (2-Q avg)170.82%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in &partners's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1390 positions.

Assets under management

The assets under management (AUM) of &partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.183B in assets, with a quarterly growth rate of 126.88% and a 2-quarter average growth rate of 170.82%. The portfolio is managed by Alyson Mencio Stevens, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VVVanguard Index Fds
Recent Activity
Decreased -35.6%
0.43%
$22.101M
84,009 shares@ $263.08 avg price
JHMMJohn Hancock Exchange Traded
Recent Activity
Decreased -7.32%
0.32%
$16.428M
272,892 shares@ $60.21 avg price
FBCGFidelity Covington Trust
Recent Activity
Decreased -4.56%
0.24%
$12.07M
282,556 shares@ $42.72 avg price
CGUSCapital Group Core Equity Et
Recent Activity
Decreased -2.14%
0.17%
$8.461M
246,581 shares@ $34.32 avg price
HCAHca Healthcare Inc
Recent Activity
Decreased -2.4%
0.09%
$4.269M
10,503 shares@ $406.45 avg price
SPLBSpdr Ser Tr
Recent Activity
Decreased -10.86%
0.08%
$4.009M
165,920 shares@ $24.17 avg price
FBCVFidelity Covington Trust
Recent Activity
Decreased -3.72%
0.06%
$3.047M
93,225 shares@ $32.69 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
Decreased -17.81%
0.06%
$2.896M
60,939 shares@ $47.54 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Decreased -3.08%
0.06%
$2.762M
59,071 shares@ $46.76 avg price
CEFSprott Physical Gold & Silve
Recent Activity
Decreased -2.43%
0.06%
$2.712M
110,730 shares@ $24.5 avg price