Managers / Q4 2022
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
CIK 0001049650 · 150 EAST 52ND STREET, 16TH FLOOR, NEW YORK, NY, 10022 · 646-277-7310
Reported Value
$438.2B
Q4 2022
Positions
102
Filings on Record
15
2019–present window
Filed
Feb 28, 2023
original filing
Summary
Financial Partners Capital Management Llc reported $438.2B in U.S.-listed holdings across 102 positions for Q4 2022.
Its largest position, PYPL, represents 6.1% of the portfolio.
Compared with Q2 2020, the fund opened 19 new positions and exited 10.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 73.4% · $321.5B
- ETP · 23.5% · $103.2B
- ADR · 1.7% · $7.5B
- REIT · 0.6% · $2.7B
- Other · 0.6% · $2.6B
- Other · 0.1% · $632M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2022
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.