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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
VWOBVanguard Whitehall Fds
Recent Activity
Decreased -61.5%
0.04%
$1.665M
25,090 shares@ $66.37 avg price
IBBIshares Tr
Recent Activity
Decreased -13.59%
0.03%
$1.331M
9,142 shares@ $145.6 avg price
RCReady Capital Corp
Recent Activity
Decreased -0.96%
0.03%
$1.289M
168,906 shares@ $7.64 avg price
VFCV F Corp
Recent Activity
Decreased -9.29%
0.03%
$1.271M
63,709 shares@ $19.95 avg price
EELVInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -22.27%
0.03%
$1.253M
48,014 shares@ $26.09 avg price
TDVProshares Tr
Recent Activity
Decreased -22.28%
0.03%
$1.235M
16,028 shares@ $77.08 avg price
PPAInvesco Exchange Traded Fd T
Recent Activity
Decreased -11%
0.03%
$1.192M
10,366 shares@ $114.98 avg price
HYSPimco Etf Tr
Recent Activity
Decreased -4.75%
0.03%
$1.15M
12,042 shares@ $95.51 avg price
WTMFWisdomtree Tr
Recent Activity
Decreased -22.13%
0.03%
$1.146M
32,257 shares@ $35.53 avg price
MLPXGlobal X Fds
Recent Activity
Decreased -6.46%
0.03%
$1.142M
20,980 shares@ $54.43 avg price