PARSONS CAPITAL Overview

Parsons Capital Management Inc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 16 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 739MM in positions, representing 67% of the manager's regulatory AUM.

PARSONS CAPITAL StockAlpha

-1.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PARSONS CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MMM 7.78% Industrials -1.99% -0.69% 0 24%
AAPL 5.6% Tech -2.99% -0.08% 0 42%
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FEATURED IN
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PARSONS CAPITAL Founders and Key Employees

Name Title In Position Since
John G. Parsons Vice President March-2014
Robert W. Parsons President March-2014
Peter M. Hunt Treasurer/Chief Compliance Officer March-2007

PARSONS CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

PARSONS CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Sound portfolio management is the result of investment management experience gathered over numerous market cycles, an in-depth analysis of the current securities markets, and a thorough understanding of the financial needs and risk tolerance of our clients. Our objective is to construct unique portfolios structured to meet the individual goals and objectives of each client. After evaluating the income and principal needs, time horizon, tax issues and risk tolerance of each client as well as reviewing the historical relationship between asset classes, their potential returns and risks, we recommend appropriate asset class targets and manage the portfolio within specific ranges around those targets.

All of our portfolio managers share in the investment process. The cornerstone of our investment process is research – fundamental, quantitative and technical. We use an array of digital and ...
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PARSONS CAPITAL Portfolio Concentration

PARSONS CAPITAL Location

10 WEYBOSSET STREET, STE 1000
PROVIDENCE, Rhode Island
UNITED STATES, 02903

PARSONS CAPITAL Contact Information

Phone Number: 401-521-2440
Fax Number: 401-521-4870
Website:

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