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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
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$770,095
5,117 shares@ $150.5 avg price
BRSPBrightspire Capital Inc
Recent Activity
Exited
0%
$528,989
92,805 shares@ $5.71 avg price
NWLINational Westn Life Group In
Recent Activity
Exited
0%
$496,940
1,000 shares@ $496.94 avg price
LBTYALiberty Global Ltd
Recent Activity
Exited
0%
$336,748
19,320 shares@ $17.44 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$241,288
1,246 shares@ $193.66 avg price
CEMBIshares Inc
Recent Activity
Exited
0%
$230,316
5,199 shares@ $44.31 avg price
IGHGProshares Tr
Recent Activity
Exited
0%
$226,481
2,968 shares@ $76.31 avg price
PAXSPimco Access Income Fund
Recent Activity
Exited
0%
$208,679
13,199 shares@ $15.82 avg price
ECATBlackrock Esg Cap Allc Term
Recent Activity
Exited
0%
$181,586
10,353 shares@ $17.54 avg price
MIOPioneer Mun High Income Oppo
Recent Activity
Exited
0%
$175,322
15,049 shares@ $11.66 avg price