GP

Gresham Partners, LLC

13F
Gresham Partners, LLC
Last update 2020-05-08 7 Stocks (0 new)
Value $26.00 Mil Turnover 19 %
Countries:
Top Holdings: IEMG(61.54%)SPY(13.35%)IEFA(7.25%)RSP(6.46%)IWM(6.24%)
Summary Stock Picks Current Portfolio
Gresham Partners, LLC Top Holdings of 2020-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
398,781
16,139.0
-38.91%
61.540
-30.91%
0.030
+18.91%
+18.34%
99,158.0
 
SPY
S&P 500 ETF TRUST ETF
53,236
3,502.0
+428.92%
13.350
+10.83%
0.010
+19.57%
+7.72%
643,289.7
 
IEFA
iShares Core MSCI EAFE ETF
35,188
1,901.0
+6.84%
7.250
+0.46%
0.000
+11.52%
+19.59%
141,328.0
 
RSP
Invesco S&P 500 Equal Weight ETF
20,150
1,693.0
-14.44%
6.460
-0.89%
0.010
+13.69%
+6.04%
74,012.7
 
IWM
iShares Russell 2000 ETF
29,193
1,636.0
+683.28%
6.240
+5.44%
0.010
+19.55%
+1.12%
66,553.7
 
EEM
iShares MSCI Emerging Markets ETF
9,014
1,206.0
+102.70%
4.600
+2.33%
0.000
+18.21%
+18.50%
18,661.0
 
EFA
iShares MSCI EAFE ETF
2,742
147.0
+30.63%
0.560
+0.13%
0.000
+10.84%
+18.89%
63,725.9
 

Gresham Partners, LLC's Historical Top Holdings Breakdowns

Gresham Partners, LLC Total Holding History ($B)

To

Gresham Partners, LLC's Asset Allocation

To

Gresham Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Gresham Partners, LLC's Hypothetical Growth since 2020-03-31

Gresham Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Gresham Partners, LLC's Holdings Heat Map

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Gresham Partners, LLC's Holdings Bubble Chart

Gresham Partners, LLC News

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