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
$10.8B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Sells

1 +$168M
2 +$43.7M
3 +$34.1M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$33M
5
ATI icon
ATI
ATI
+$32.8M

Sector Composition

1 Energy 53.38%
2 Financials 11.76%
3 Industrials 7.51%
4 Consumer Discretionary 6.4%
5 Real Estate 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
-1,742
802
-883
803
-161,410
804
-5,864
805
-2,118