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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
AMGNAmgen Inc
Recent Activity
Increased 117.5%
0.56%
$28.687M
88,909 shares@ $322.66 avg price
ADIAnalog Devices Inc
Recent Activity
Increased 116.91%
0.56%
$28.543M
123,780 shares@ $230.6 avg price
NEENextera Energy Inc
Recent Activity
Increased 126.42%
0.55%
$28.332M
335,305 shares@ $84.5 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 0.1%
0.55%
$28.072M
587,289 shares@ $47.8 avg price
ADPAutomatic Data Processing In
Recent Activity
Increased 118.41%
0.54%
$27.771M
100,302 shares@ $276.88 avg price
CVXChevron Corp New
Recent Activity
Increased 109.21%
0.54%
$27.677M
187,943 shares@ $147.27 avg price
HDHome Depot Inc
Recent Activity
Increased 151.44%
0.53%
$27.365M
67,459 shares@ $405.66 avg price
MRKMerck & Co Inc
Recent Activity
Increased 160.8%
0.53%
$27.051M
237,917 shares@ $113.71 avg price
PEPPepsico Inc
Recent Activity
Increased 105.77%
0.51%
$26.331M
154,759 shares@ $170.15 avg price
ABTAbbott Labs
Recent Activity
Increased 110.1%
0.5%
$25.762M
226,466 shares@ $113.76 avg price