AIP

Ameritas Investment Partners Portfolio holdings

AUM $3.27B
1-Year Est. Return 22.51%
This Quarter Est. Return
1 Year Est. Return
+22.51%
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
2501
$14K ﹤0.01%
584
2502
0
2503
$14K ﹤0.01%
680
2504
$14K ﹤0.01%
400
2505
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796
2506
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813
2507
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903
2508
$14K ﹤0.01%
550
2509
$14K ﹤0.01%
1,684
2510
$14K ﹤0.01%
447
2511
$14K ﹤0.01%
977
2512
$14K ﹤0.01%
+690
2513
$14K ﹤0.01%
1,891
2514
$14K ﹤0.01%
303
2515
$14K ﹤0.01%
677
2516
$14K ﹤0.01%
260
2517
$14K ﹤0.01%
612
2518
$14K ﹤0.01%
1,962
2519
$14K ﹤0.01%
1,798
2520
$14K ﹤0.01%
609
2521
$14K ﹤0.01%
1,884
2522
$14K ﹤0.01%
911
2523
$14K ﹤0.01%
853
2524
$14K ﹤0.01%
1,109
2525
$14K ﹤0.01%
5,928