Nelda Kacyem

@Partners Capital Investment Group, Llp

Latest period2024 - Q3

Reported2mo 14d ago

Managed Assets$6.255B

Total holdings177

Assets growth rate5.67%

Assets growth rate (2-Q avg)32.86%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Partners Capital Investment Group, Llp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 177 positions.

Assets under management

The assets under management (AUM) of Partners Capital Investment Group, Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.255B in assets, with a quarterly growth rate of 5.67% and a 2-quarter average growth rate of 32.86%. The portfolio is managed by Nelda Kacyem, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IVVIshares Core S&p 500 Etf Recent Activity Increased 3.91%	17.86%	$1.117B 1.936M shares@ $576.83 avg price	Increased 3.91%
VOOVanguard S&p 500 Etf Recent Activity Increased 27.81%	6.89%	$430.735M 816,296 shares@ $527.67 avg price	Increased 27.81%
EMXCIshares Msci Emerging Markets Ex China Etf Recent Activity Decreased -26.12%	6.39%	$399.09M 6.531M shares@ $61.11 avg price	Decreased -26.12%
VGSHVanguard Short-term Treasury Etf Recent Activity Increased 9.3%	4.68%	$292.284M 4.952M shares@ $59.03 avg price	Increased 9.3%
VTVanguard Total World Stock Etf Recent Activity Increased 23.68%	4.62%	$288.426M 2.41M shares@ $119.7 avg price	Increased 23.68%
VTVVanguard Value Etf Recent Activity Decreased -11.09%	3.77%	$235.367M 1.348M shares@ $174.58 avg price	Decreased -11.09%
BILSpdr Bloomberg Barclays 1-3 Month T-bill Etf Recent Activity Increased 40.57%	3.43%	$214.342M 2.335M shares@ $91.81 avg price	Increased 40.57%
IEMGIshares Core Msci Emerging Markets Etf Recent Activity Increased 6.63%	3.31%	$206.476M 3.597M shares@ $57.42 avg price	Increased 6.63%
SGOVIshares 0-3 Month Treasury Bond Etf Recent Activity Increased 9.07%	2.95%	$184.06M 1.827M shares@ $100.72 avg price	Increased 9.07%
HEFAIshares Currency Hedged Msci Eafe Etf Recent Activity Increased 36.57%	2.78%	$173.752M 4.905M shares@ $35.43 avg price	Increased 36.57%