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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
AVGOBroadcom Inc
Recent Activity
Increased 4535.29%
0.93%
$47.95M
278,071 shares@ $172.44 avg price
JNJJohnson & Johnson
Recent Activity
Increased 119.5%
0.79%
$40.845M
252,384 shares@ $161.84 avg price
IJRIshares Tr
Recent Activity
Increased 46.33%
0.75%
$38.519M
328,977 shares@ $117.09 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 143.56%
0.74%
$37.865M
64,825 shares@ $584.12 avg price
LOWLowes Cos Inc
Recent Activity
Increased 87.2%
0.71%
$36.314M
134,196 shares@ $270.61 avg price
LLYEli Lilly & Co
Recent Activity
Increased 135.65%
0.68%
$34.849M
39,317 shares@ $886.36 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 72.8%
0.67%
$34.717M
174,900 shares@ $198.5 avg price
METAMeta Platforms Inc
Recent Activity
Increased 129.41%
0.67%
$34.298M
59,901 shares@ $572.59 avg price
WMTWalmart Inc
Recent Activity
Increased 121.88%
0.66%
$34.043M
421,029 shares@ $80.86 avg price
BLKBlackrock Inc
Recent Activity
Increased 115.53%
0.64%
$33.092M
34,892 shares@ $948.4 avg price