For the details of Gresham Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/gresham+partners%2C+llc/current-portfolio/portfolioportfolio
These are the top 5 holdings of Gresham Partners, LLC- iShares Core MSCI Emerging Markets (IEMG) - 116,517 shares, 40.93% of the total portfolio. New Position
- SPDR S&P 500 (SPY) - 10,065 shares, 20.14% of the total portfolio.
- Invesco S&P 500 Equal Weight (RSP) - 23,550 shares, 17.34% of the total portfolio. Shares reduced by 22.07%
- iShares Core MSCI EAFE (IEFA) - 32,934 shares, 13.81% of the total portfolio. New Position
- iShares Russell 2000 (IWM) - 3,727 shares, 3.96% of the total portfolio.
Gresham Partners, LLC initiated holding in iShares Core MSCI Emerging Markets. The purchase prices were between $47.61 and $53.18, with an estimated average price of $50.68. The stock is now traded at around $51.49. The impact to a portfolio due to this purchase was 40.93%. The holding were 116,517 shares as of .
New Purchase: iShares Core MSCI EAFE (IEFA)Gresham Partners, LLC initiated holding in iShares Core MSCI EAFE. The purchase prices were between $58.22 and $61.5, with an estimated average price of $60.25. The stock is now traded at around $61.45. The impact to a portfolio due to this purchase was 13.81%. The holding were 32,934 shares as of .
New Purchase: CSG Systems International Inc (CSGS)Gresham Partners, LLC initiated holding in CSG Systems International Inc. The purchase prices were between $43.46 and $48.83, with an estimated average price of $45.72. The stock is now traded at around $48.96. The impact to a portfolio due to this purchase was 0.49%. The holding were 1,500 shares as of .
Here is the complete portfolio of Gresham Partners, LLC. Also check out:
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