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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
PGProcter And Gamble Co
Recent Activity
Increased 109.28%
0.64%
$32.975M
190,307 shares@ $173.28 avg price
VOOVanguard Index Fds
Recent Activity
Increased 20.76%
0.62%
$31.653M
60,005 shares@ $527.51 avg price
MCDMcdonalds Corp
Recent Activity
Increased 127.22%
0.6%
$30.992M
101,703 shares@ $304.74 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 109.45%
0.6%
$30.715M
185,372 shares@ $165.7 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 101.52%
0.59%
$30.274M
34,091 shares@ $888.04 avg price
VOVanguard Index Fds
Recent Activity
Increased 41.75%
0.58%
$29.55M
112,127 shares@ $263.54 avg price
VUGVanguard Index Fds
Recent Activity
Increased 135.75%
0.57%
$29.423M
76,647 shares@ $383.88 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 143.66%
0.57%
$29.344M
250,585 shares@ $117.11 avg price
AFLAflac Inc
Recent Activity
Increased 90.28%
0.57%
$29.269M
260,918 shares@ $112.18 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 115.98%
0.56%
$28.956M
81,738 shares@ $354.26 avg price