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Nelda Kacyem

@Partners Capital Investment Group, Llp

Latest period2024 - Q3ReportedManaged Assets$6.255BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AGGIshares Core U.s. Aggregate Bond Etf
Recent Activity
New Position
1.52%
$94.901M
937,113 shares@ $101.28 avg price
TSMTaiwan Semiconductor Manufacturing Co Ltd
Recent Activity
New Position
0.17%
$10.156M
58,481 shares@ $173.67 avg price
ISRAVaneck Israel Etf
Recent Activity
New Position
0.09%
$5.613M
143,407 shares@ $39.14 avg price
ADBEAdobe Inc
Recent Activity
New Position
0.07%
$4.236M
8,181 shares@ $517.78 avg price
BURBYBurberry Group Plc
Recent Activity
New Position
0.01%
$233,750
25,000 shares@ $9.35 avg price
VFHVanguard Financials Etf
Recent Activity
New Position
0.01%
$206,324
1,877 shares@ $109.93 avg price
CLSKCleanspark Inc
Recent Activity
New Position
0.01%
$186,333
19,950 shares@ $9.34 avg price