Gresham Partners is an investment fund managing more than $44.2 million ran by Kate Warner. There are currently 7 companies in Mrs. Warner’s portfolio. The largest investments include Ishares Msci Emerging Markets Etf and Spdr S&p500 Etf Trust S&p 500 Etf Usd Dis, together worth $38.3 million.
$44.2 million Assets Under Management (AUM)
As of 7th October 2020, Gresham Partners’s top holding is 652,781 shares of Ishares Msci Emerging Markets Etf currently worth over $35.1 million and making up 79.5% of the portfolio value.In addition, the fund holds 10,065 shares of Spdr S&p500 Etf Trust S&p 500 Etf Usd Dis worth $3.24 million. The third-largest holding is Invesco Exchange Traded Fd Tr Sp500 Eql Wgt worth $2.73 million and the next is Ishares Core Msci Etf worth $2.15 million, with 32,934 shares owned.
Currently, Gresham Partners's portfolio is worth at least $44.2 million. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Gresham Partners
The Gresham Partners office and employees reside in Chicago, Illinois. According to the last 13-F report filed with the SEC, Kate Warner serves as the CCO at Gresham Partners.
