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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
STIPIshares Tr
Recent Activity
Decreased -11.74%
0.02%
$776,173
7,661 shares@ $101.32 avg price
ATOAtmos Energy Corp
Recent Activity
Decreased -13.46%
0.02%
$763,542
5,528 shares@ $138.13 avg price
DXJWisdomtree Tr
Recent Activity
Decreased -19.84%
0.02%
$755,992
7,132 shares@ $106.0 avg price
FEZSpdr Index Shs Fds
Recent Activity
Decreased -24.87%
0.02%
$727,365
13,662 shares@ $53.25 avg price
EWUIshares Tr
Recent Activity
Decreased -38.85%
0.02%
$719,028
19,234 shares@ $37.39 avg price
RLYSsga Active Etf Tr
Recent Activity
Decreased -19.22%
0.02%
$718,155
25,312 shares@ $28.38 avg price
PKWInvesco Exchange Traded Fd T
Recent Activity
Decreased -16.74%
0.02%
$713,658
6,232 shares@ $114.52 avg price
IGMIshares Tr
Recent Activity
Decreased -4.25%
0.02%
$712,063
7,422 shares@ $95.94 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -28.91%
0.02%
$687,369
10,182 shares@ $67.51 avg price
SKYYFirst Tr Exchange Traded Fd
Recent Activity
Decreased -4.04%
0.02%
$646,079
6,318 shares@ $102.27 avg price