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AR
Advisory Research Portfolio holdings
AUM
$813M
1-Year Est. Return
36.71%
This Fund
S&P 500
This Quarter
Est. Return
+3.21%
1 Year Est. Return
+36.71%
3 Year Est. Return
+123.04%
5 Year Est. Return
+262.63%
10 Year Est. Return
+840.35%
AUM
$8.84B
AUM Growth
–
Cap. Flow
+$8.73B
Cap. Flow
% of AUM
98.69%
Top 10 Holdings %
Top 10 Hldgs %
25.19%
Holding
302
New
301
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Plains All American Pipeline
PAA
|
+$313M |
| 2 |
Energy Transfer Partners
ET
|
+$304M |
| 3 |
Enterprise Products Partners
EPD
|
+$299M |
| 4 |
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
|
+$261M |
| 5 |
Kinder Morgan
KMI
|
+$203M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 45.11% |
| 2 | Financials | 13.3% |
| 3 | Industrials | 9.2% |
| 4 | Consumer Discretionary | 8.82% |
| 5 | Real Estate | 4.37% |
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Advisory Research's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Advisory Research, which disclosed 302 positions worth $8.84B. Its ten largest holdings account for 25% of the portfolio.
Its largest position is Plains All American Pipeline: 5,530,534 shares worth $309M.
By sector, the portfolio is most concentrated in Energy at 45% of assets, followed by Financials and Industrials.
- Advisory Research's largest Q2 2013 buy was Plains All American Pipeline: 5,530,534 shares worth $309M.
- Advisory Research's ten largest holdings make up 25% of its $8.84B portfolio in Q2 2013.
- Advisory Research disclosed 302 positions in Q2 2013, its first 13F filing on record.
Based on Advisory Research's 13F filing for Q2 2013, filed 8 Aug 2013.