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
2551
$13K ﹤0.01%
358
2552
$13K ﹤0.01%
394
2553
$13K ﹤0.01%
1,321
2554
$13K ﹤0.01%
2,311
2555
$13K ﹤0.01%
1,202
2556
$13K ﹤0.01%
464
2557
$13K ﹤0.01%
1,802
2558
$13K ﹤0.01%
406
2559
$13K ﹤0.01%
649
2560
$13K ﹤0.01%
121
2561
$13K ﹤0.01%
433
2562
$13K ﹤0.01%
1,454
2563
$13K ﹤0.01%
713
2564
$13K ﹤0.01%
225
2565
$13K ﹤0.01%
1,007
2566
$13K ﹤0.01%
617
2567
$13K ﹤0.01%
+475
2568
$13K ﹤0.01%
817
2569
$13K ﹤0.01%
1,386
2570
$12K ﹤0.01%
1,388
2571
$12K ﹤0.01%
307
2572
$12K ﹤0.01%
1,662
2573
$12K ﹤0.01%
916
2574
$12K ﹤0.01%
357
2575
$12K ﹤0.01%
490