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Nelda Kacyem

Partners Capital Investment Group, Llp

Assets Managed
$2.655B
Holdings
174
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
-1.08%(2Q avg: 2.79%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Partners Capital Investment Group, Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 174 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.655B in assets, with a quarterly growth rate of -1.08% and a 2-quarter average growth rate of 2.79%. The portfolio is managed by Nelda Kacyem, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -5.27%
20.23%
$536.84M
821,849 shares@ $653.22 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 0.6%
6.44%
$170.767M
2.917M shares@ $58.54 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 3.46%
5.75%
$152.553M
2.187M shares@ $69.76 avg price
HEFA
Isha Curr Hedged Msci Eafe
Recent Activity
Increased 3.98%
5.73%
$152.099M
3.579M shares@ $42.5 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 5.11%
4.74%
$125.663M
640,487 shares@ $196.2 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Decreased -23.73%
3.84%
$101.759M
983,845 shares@ $103.44 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -10.85%
3.68%
$97.451M
163,083 shares@ $597.56 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 20.94%
3.14%
$83.275M
919,863 shares@ $90.54 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Decreased -11.52%
3.03%
$80.411M
1.022M shares@ $78.67 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 3.91%
2.6%
$69.01M
484,522 shares@ $142.43 avg price

1-10 of 174