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
$1.52B
AUM Growth
+$98.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1 +$59.3M
2 +$20.1M
3 +$9.22M
4
KO icon
Coca-Cola
KO
+$8.96M
5
TXN icon
Texas Instruments
TXN
+$8.88M

Sector Composition

1 Energy 22.19%
2 Financials 17.74%
3 Consumer Discretionary 14.46%
4 Industrials 11.63%
5 Technology 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-220,900
427
-91,365
428
-45,000
429
-7,230
430
-944,395