test

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
AAPLApple Inc
Recent Activity
Increased 95.27%
4.14%
$214.157M
917,815 shares@ $233.34 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 127.03%
3.66%
$189.559M
440,284 shares@ $430.54 avg price
IVVIshares Tr
Recent Activity
Increased 102.36%
3.04%
$157.104M
270,757 shares@ $580.25 avg price
IJHIshares Tr
Recent Activity
Increased 139.25%
2.92%
$151.068M
2.414M shares@ $62.58 avg price
AGGIshares Tr
Recent Activity
Increased 212.72%
1.99%
$102.754M
1.011M shares@ $101.69 avg price
IEFAIshares Tr
Recent Activity
Increased 235.25%
1.86%
$96.097M
1.228M shares@ $78.26 avg price
NVDANvidia Corporation
Recent Activity
Increased 66.28%
1.66%
$85.618M
705,692 shares@ $121.33 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 390.5%
1.65%
$85.255M
2.665M shares@ $31.99 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 112.27%
1.3%
$67.107M
318,418 shares@ $210.76 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 86.65%
1.25%
$64.274M
345,037 shares@ $186.29 avg price