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
2651
$10K ﹤0.01%
686
2652
$10K ﹤0.01%
167
2653
$10K ﹤0.01%
460
2654
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302
2655
$10K ﹤0.01%
2,350
2656
$10K ﹤0.01%
576
2657
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573
2658
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408
2659
$10K ﹤0.01%
607
2660
$10K ﹤0.01%
573
2661
$10K ﹤0.01%
55
2662
$10K ﹤0.01%
+420
2663
$10K ﹤0.01%
2,084
2664
$10K ﹤0.01%
191
2665
$10K ﹤0.01%
694
2666
$10K ﹤0.01%
1,471
2667
$10K ﹤0.01%
869
2668
$10K ﹤0.01%
2,780
2669
$10K ﹤0.01%
1,727
2670
$10K ﹤0.01%
347
2671
$10K ﹤0.01%
677
2672
$10K ﹤0.01%
727
2673
$10K ﹤0.01%
2,354
2674
$10K ﹤0.01%
210
-800
2675
$10K ﹤0.01%
625