test

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
IRRRFIshares Core Msci World Ucits Etf
Recent Activity
Exited
0%
$241.031M
30,035 shares@ $8025.0 avg price
ERIXFTelefonaktiebolaget Lm Ericsson
Recent Activity
Exited
0%
$57.421M
877,994 shares@ $65.41 avg price
ISVVFIshares Msci Acwi Ucits Etf
Recent Activity
Exited
0%
$12.248M
145,432 shares@ $84.22 avg price
VVIAXVanguard Value Index Fund
Recent Activity
Exited
0%
$11.715M
187,807 shares@ $62.39 avg price
CBRECbre Group Inc
Recent Activity
Exited
0%
$10.071M
113,423 shares@ $88.8 avg price
VVisa Inc
Recent Activity
Exited
0%
$9.724M
36,747 shares@ $264.62 avg price
ISTXFIshares Usd Treasury Bond 1-3yr Ucits Etf
Recent Activity
Exited
0%
$8.401M
1.537M shares@ $5.47 avg price
ESLOFEssilorluxottica Sa
Recent Activity
Exited
0%
$5.057M
24,910 shares@ $203.0 avg price
LRLCFL'oreal Sa
Recent Activity
Exited
0%
$4.292M
10,150 shares@ $422.86 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$2.964M
18,275 shares@ $162.22 avg price