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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
DLNWisdomtree Tr
Recent Activity
Decreased -8.47%
0.03%
$1.138M
14,489 shares@ $78.57 avg price
IHIIshares Tr
Recent Activity
Decreased -4.1%
0.03%
$1.067M
18,021 shares@ $59.23 avg price
XYLXylem Inc
Recent Activity
Decreased -21.04%
0.02%
$985,384
7,318 shares@ $134.66 avg price
FMBFirst Tr Exchange-traded Fd
Recent Activity
Decreased -15.08%
0.02%
$968,415
18,638 shares@ $51.96 avg price
IBDPIshares Tr
Recent Activity
Decreased -22.62%
0.02%
$963,184
38,206 shares@ $25.22 avg price
IDOGAlps Etf Tr
Recent Activity
Decreased -23.34%
0.02%
$926,192
29,078 shares@ $31.86 avg price
WCNWaste Connections Inc
Recent Activity
Decreased -7.22%
0.02%
$897,663
5,033 shares@ $178.36 avg price
ILTBIshares Tr
Recent Activity
Decreased -41.71%
0.02%
$887,745
16,665 shares@ $53.28 avg price
GPNGlobal Pmts Inc
Recent Activity
Decreased -21.05%
0.02%
$879,745
8,643 shares@ $101.79 avg price
RUNSunrun Inc
Recent Activity
Decreased -23.9%
0.02%
$869,156
48,126 shares@ $18.07 avg price