Gresham Partners

Latest statistics and disclosures from Gresham Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IEMG, SPY, IEFA, EEM, RSP, and represent 95.94% of Gresham Partners's stock portfolio.
  • Added to shares of these 5 stocks: SPY (+$11.12M), IWM, EEM, IEFA, EFA.
  • Reduced shares in these 2 stocks: IEMG (-$10.28M), RSP.
  • Gresham Partners was a net buyer of stock by $3.30M.
  • Gresham Partners has $39.50M in assets under management (AUM), dropping by -10.56%.

Portfolio Holdings for Gresham Partners

Companies in the Gresham Partners portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Ishares Inc core msci emkt (IEMG) 40.85 398.78k -38% 40.47
SPDR S&P 500 ETF (SPY) 34.72 53.24k +428% 257.67
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 10.20 35.19k +6% 114.46
iShares MSCI Emerging Markets Indx (EEM) 5.88 9.01k +102% 257.65
Invesco S&p 500 Equal Weight Etf (RSP) 4.29 20.15k -14% 84.02
iShares Russell 2000 Index (IWM) 3.69 29.19k +683% 49.90
iShares MSCI EAFE Index Fund (EFA) 0.37 2.74k +30% 53.61

Past Filings by Gresham Partners

View past SEC 13F filings by Gresham Partners

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