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
2676
$10K ﹤0.01%
3,708
2677
$10K ﹤0.01%
181
2678
$10K ﹤0.01%
85
2679
$10K ﹤0.01%
526
2680
$9K ﹤0.01%
2,385
2681
$9K ﹤0.01%
832
2682
$9K ﹤0.01%
80
2683
$9K ﹤0.01%
1,085
2684
$9K ﹤0.01%
1,370
2685
$9K ﹤0.01%
454
2686
$9K ﹤0.01%
582
2687
$9K ﹤0.01%
2,884
2688
$9K ﹤0.01%
610
2689
$9K ﹤0.01%
858
2690
$9K ﹤0.01%
2,064
2691
$9K ﹤0.01%
288
2692
$9K ﹤0.01%
399
2693
$9K ﹤0.01%
999
2694
$9K ﹤0.01%
1,027
2695
$9K ﹤0.01%
800
2696
$9K ﹤0.01%
2,087
2697
$9K ﹤0.01%
596
2698
$9K ﹤0.01%
2,022
2699
$9K ﹤0.01%
1,957
2700
$9K ﹤0.01%
82