AR
Advisory Research Portfolio holdings
AUM
$651M
1-Year Return
25.02%
This Quarter Return
+3.23%
1 Year Return
+25.02%
3 Year Return
+143.09%
5 Year Return
+422.22%
10 Year Return
+498.78%
AUM
$8.83B
AUM Growth
–
Cap. Flow
+$8.83B
Cap. Flow
% of AUM
99.98%
Top 10 Holdings %
Top 10 Hldgs %
25.22%
Holding
301
New
300
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Energy Transfer Partners
ET
|
$312M |
| 2 |
Plains All American Pipeline
PAA
|
$309M |
| 3 |
Enterprise Products Partners
EPD
|
$306M |
| 4 |
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
|
$263M |
| 5 |
DCP
DCP Midstream, LP
DCP
|
$213M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 45.16% |
| 2 | Financials | 13.32% |
| 3 | Industrials | 9.21% |
| 4 | Consumer Discretionary | 8.83% |
| 5 | Real Estate | 4.38% |
