AR

Advisory Research Portfolio holdings

AUM $761M
1-Year Est. Return 28.59%
This Quarter Est. Return
1 Year Est. Return
+28.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.72B
AUM Growth
+$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$66.6M
3
+$48.5M
4
WPZ
Williams Partners L.P.
WPZ
+$38.6M
5
WES icon
Western Midstream Partners
WES
+$28.5M

Top Sells

1
+$113M
2
+$96.3M
3
+$59.8M
4
PAA icon
Plains All American Pipeline
PAA
+$58.9M
5
JEF icon
Jefferies Financial Group
JEF
+$39.4M

Sector Composition

1 Energy 45.46%
2 Financials 13.01%
3 Consumer Discretionary 9.91%
4 Industrials 8.81%
5 Real Estate 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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