AIP

Ameritas Investment Partners Portfolio holdings

AUM $3.17B
1-Year Est. Return 20.23%
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.83B
AUM Growth
-$332M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,060
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$4.37M
3 +$3.51M
4
SWK icon
Stanley Black & Decker
SWK
+$2.91M
5
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$2.42M

Top Sells

1 +$4.16M
2 +$3.33M
3 +$3.21M
4
LW icon
Lamb Weston
LW
+$3M
5
FTNT icon
Fortinet
FTNT
+$2.81M

Sector Composition

1 Technology 13.37%
2 Financials 12.09%
3 Healthcare 9.85%
4 Industrials 9.81%
5 Consumer Discretionary 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1.75M 0.1%
30,080
227
$1.75M 0.1%
80,914
+6,935
228
$1.75M 0.1%
64,416
-602
229
$1.75M 0.1%
7,951
-46
230
$1.75M 0.1%
19,741
231
$1.74M 0.09%
18,485
232
$1.74M 0.09%
34,257
233
$1.74M 0.09%
31,083
234
$1.73M 0.09%
107,811
235
$1.73M 0.09%
88,066
236
$1.73M 0.09%
24,985
237
$1.73M 0.09%
68,406
238
$1.7M 0.09%
40,420
+3,824
239
$1.69M 0.09%
26,432
-5,056
240
$1.69M 0.09%
22,827
-728
241
$1.69M 0.09%
20,675
-407
242
$1.69M 0.09%
18,417
243
$1.67M 0.09%
40,422
244
$1.67M 0.09%
50,176
245
$1.66M 0.09%
41,901
-36,353
246
$1.66M 0.09%
28,251
-180
247
$1.66M 0.09%
19,357
248
$1.66M 0.09%
49,800
249
$1.65M 0.09%
27,057
-301
250
$1.65M 0.09%
38,517