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
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%
VGITVanguard Intermediate-term Treasury Etf Recent Activity Increased 369%	1.97%	$123.15M 2.038M shares@ $60.43 avg price	Increased 369%
DBJPXtrackers Msci Japan Hedged Equity Etf Recent Activity Increased 14.88%	1.79%	$111.444M 1.561M shares@ $71.42 avg price	Increased 14.88%
ITOTIshares Core S&p Total Us Stock Market Etf Recent Activity Increased 4.86%	1.76%	$110.023M 875,843 shares@ $125.63 avg price	Increased 4.86%
SRLNSpdr Blackstone Senior Loan Etf Recent Activity Decreased -7.29%	1.67%	$104.294M 2.497M shares@ $41.76 avg price	Decreased -7.29%
IEFIshares 7-10 Year Treasury Bond Etf Recent Activity Increased 1.29%	1.66%	$103.332M 1.053M shares@ $98.13 avg price	Increased 1.29%
STIPIshares 0-5 Year Tips Bond Etf Recent Activity Increased 6.47%	1.56%	$97.146M 958,807 shares@ $101.32 avg price	Increased 6.47%
AGGIshares Core U.s. Aggregate Bond Etf Recent Activity New Position	1.52%	$94.901M 937,113 shares@ $101.28 avg price	New Position
VWSUXVanguard Short-term Tax-exempt Fund Recent Activity Increased 0.73%	1.35%	$84.13M 5.308M shares@ $15.86 avg price	Increased 0.73%