AR

Advisory Research Portfolio holdings

AUM $651M
1-Year Est. Return 25.02%
This Quarter Est. Return
1 Year Est. Return
+25.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.6B
AUM Growth
-$431M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$56M
3
+$48.6M
4
ETP
Energy Transfer Partners L.p.
ETP
+$45.7M
5
EXP icon
Eagle Materials
EXP
+$41.6M

Top Sells

1
+$78.1M
2
+$59.6M
3
+$54.2M
4
EQT icon
EQT Corp
EQT
+$36.8M
5
CIT
CIT Group Inc.
CIT
+$35.7M

Sector Composition

1 Energy 49.72%
2 Financials 10.75%
3 Consumer Discretionary 8.92%
4 Industrials 4.93%
5 Healthcare 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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