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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
SUBIshares Short-term National Muni Bond Etf
Recent Activity
Decreased -33.43%
0.32%
$19.584M
184,427 shares@ $106.2 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
Decreased -5.73%
0.28%
$17.25M
221,011 shares@ $78.06 avg price
URTHIshares Msci World Etf
Recent Activity
Decreased -28.42%
0.27%
$16.573M
105,621 shares@ $156.91 avg price
KKRKkr & Co Inc
Recent Activity
Decreased -5.23%
0.25%
$15.337M
117,451 shares@ $130.59 avg price
TDGTransdigm Group Inc
Recent Activity
Decreased -5.24%
0.22%
$13.168M
9,227 shares@ $1427.14 avg price
FOXAFox Corp
Recent Activity
Decreased -5.39%
0.2%
$12.292M
290,384 shares@ $42.34 avg price
XPROFrank's International Nv
Recent Activity
Decreased -5.24%
0.2%
$12.169M
67,735 shares@ $179.66 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -5.42%
0.2%
$11.986M
19,377 shares@ $618.58 avg price
USBUs Bancorp
Recent Activity
Decreased -5.45%
0.19%
$11.559M
252,776 shares@ $45.73 avg price
LOWLowe's Cos Inc
Recent Activity
Decreased -5.38%
0.19%
$11.332M
41,840 shares@ $270.85 avg price