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
HEWJIshares Currency Hedged Msci Japan Etf Recent Activity Increased 15.1%	1.32%	$82.298M 2.005M shares@ $41.06 avg price	Increased 15.1%
BILSSpdr Bloomberg 3-12 Month T-bill Etf Recent Activity Increased 1.12%	1.28%	$79.868M 802,048 shares@ $99.58 avg price	Increased 1.12%
ESGUIshares Trust Ishares Esg Aware Msci Usa Etf Recent Activity Increased 11.98%	1.16%	$72.186M 572,091 shares@ $126.19 avg price	Increased 11.98%
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%
VIPIXVanguard Inflation-protected Securities Fund Recent Activity Increased 1.23%	0.89%	$55.596M 5.779M shares@ $9.62 avg price	Increased 1.23%
EWJIshares Msci Japan Etf Recent Activity Increased 5.26%	0.8%	$49.911M 697,659 shares@ $71.55 avg price	Increased 5.26%
VINIXVanguard Institutional Index Fund Recent Activity Increased 9.09%	0.72%	$44.508M 93,869 shares@ $474.15 avg price	Increased 9.09%
SPYXSpdr S&p 500 Fossil Fuel Reserves Free Etf Recent Activity Increased 23.16%	0.69%	$42.837M 906,594 shares@ $47.26 avg price	Increased 23.16%