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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
TTITetra Technologies Inc Del
Recent Activity
Decreased -0.02%
0.02%
$858,154
276,824 shares@ $3.1 avg price
RSPHInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.33%
0.02%
$854,250
26,505 shares@ $32.23 avg price
SIVRAbrdn Silver Etf Trust
Recent Activity
Decreased -19.89%
0.02%
$848,292
28,514 shares@ $29.76 avg price
CACICaci Intl Inc
Recent Activity
Decreased -3.98%
0.02%
$839,336
1,664 shares@ $504.41 avg price
RSPGInvesco Exchange Traded Fd T
Recent Activity
Decreased -18%
0.02%
$827,347
10,795 shares@ $76.65 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Decreased -4.5%
0.02%
$825,318
8,229 shares@ $100.3 avg price
SHVIshares Tr
Recent Activity
Decreased -15.65%
0.02%
$821,387
7,425 shares@ $110.63 avg price
EDREndeavor Group Hldgs Inc
Recent Activity
Decreased -5.06%
0.02%
$809,453
28,342 shares@ $28.57 avg price
MGMMgm Resorts International
Recent Activity
Decreased -0.81%
0.02%
$780,591
20,048 shares@ $38.94 avg price
IBMOIshares Tr
Recent Activity
Decreased -25.29%
0.02%
$778,244
30,335 shares@ $25.66 avg price