Partners Capital Investment Group, LLP Portfolio Holdings

Partners Capital Investment Group, LLP

  • $5.87 Billion
  • Q3 2024

Partners Capital Investment Group, LLP has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.87 Billion distributed in 177 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 $1.12B, Vanguard Index Fds S&P 500 ETF with a value of $431M, Ishares Inc Msci Emerging Mkts with a value of $399M, Vanguard with a value of $292M, and Vanguard Total World Stk Index with a value of $288M.

Examining the 13F form we can see an increase of $615M in the current position value, from $5.26B to 5.87B.

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 $5.87 Billion
ETFs: $5.56 Billion
Technology: $111 Million
Communication Services: $43.1 Million
Healthcare: $40.8 Million
Financial Services: $37.8 Million
Industrials: $33.1 Million
Consumer Cyclical: $14.8 Million
Basic Materials: $14.7 Million
Other: $20.3 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$39.3M
$36,000 0.0% of portfolio
20,000
Q2 2024 New
$0
$233,000 0.0% of portfolio
25,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $5.87 Billion
  • Prior Value $5.26 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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