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
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%
VTVVanguard Value Etf Recent Activity Decreased -11.09%	3.77%	$235.367M 1.348M shares@ $174.58 avg price	Decreased -11.09%
TIPIshares Tips Bond Etf Recent Activity Decreased -4.7%	2.23%	$139.362M 1.262M shares@ $110.47 avg price	Decreased -4.7%
SPYSpdr S&p 500 Etf Trust Recent Activity Decreased -2.39%	2.08%	$129.935M 226,462 shares@ $573.77 avg price	Decreased -2.39%
SRLNSpdr Blackstone Senior Loan Etf Recent Activity Decreased -7.29%	1.67%	$104.294M 2.497M shares@ $41.76 avg price	Decreased -7.29%
SNPSSynopsys Inc Recent Activity Decreased -2.39%	1.04%	$64.968M 113,231 shares@ $573.77 avg price	Decreased -2.39%
USHYIshares Broad Usd High Yield Corporate Bond Etf Recent Activity Decreased -1.8%	1.04%	$64.606M 1.716M shares@ $37.66 avg price	Decreased -1.8%
REETIshares Global Reit Etf Recent Activity Decreased -1.75%	0.98%	$61.163M 2.292M shares@ $26.69 avg price	Decreased -1.75%
SHYIshares 1-3 Year Treasury Bond Etf Recent Activity Decreased -2.98%	0.56%	$34.547M 415,477 shares@ $83.16 avg price	Decreased -2.98%
VNQVanguard Real Estate Etf Recent Activity Decreased -0.83%	0.4%	$24.453M 251,006 shares@ $97.42 avg price	Decreased -0.83%