Partners Capital Investment Group, LLP Portfolio Holdings

Partners Capital Investment Group, LLP

  • $3.34 Billion
  • Q4 2024

Partners Capital Investment Group, LLP has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.34 Billion distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $636M, Vanguard Index Fds S&P 500 ETF with a value of $280M, Spdr Bloomberg 1 3 Month T Bil with a value of $198M, Ishares Inc Msci Emerging Mkts with a value of $198M, and Vanguard Total World Stk Index with a value of $179M.

Examining the 13F form we can see an decrease of $2.53B in the current position value, from $5.87B to 3.34B.

Partners Capital Investment Group, LLP is based out at Boston, MA

Below you can find more details about Partners Capital Investment Group, LLP portfolio as well as his latest detailed transactions.

Portfolio value $3.34 Billion
ETFs: $3.24 Billion
Financial Services: $19.9 Million
Industrials: $18.5 Million
Communication Services: $16.9 Million
Technology: $16.5 Million
Healthcare: $14.3 Million
Basic Materials: $7.08 Million
Consumer Cyclical: $4.97 Million
Other: $3.94 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$259M
$198,000 0.01% of portfolio
93,248
Q4 2024 Reduced 63.41%
$57.3M
$501,000 0.01% of portfolio
527,500
Q4 2024 Reduced 67.27%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $3.34 Billion
  • Prior Value $5.87 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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