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
2726
$8K ﹤0.01%
933
2727
$8K ﹤0.01%
450
2728
$8K ﹤0.01%
132
2729
$8K ﹤0.01%
390
2730
$8K ﹤0.01%
1,018
2731
$8K ﹤0.01%
1,979
2732
$8K ﹤0.01%
86
2733
$8K ﹤0.01%
420
2734
$8K ﹤0.01%
316
2735
$8K ﹤0.01%
4,225
2736
$8K ﹤0.01%
160
2737
$8K ﹤0.01%
42
2738
$8K ﹤0.01%
38
2739
$8K ﹤0.01%
34
2740
$8K ﹤0.01%
472
2741
$8K ﹤0.01%
2,069
2742
$8K ﹤0.01%
1,859
2743
$8K ﹤0.01%
1
2744
$8K ﹤0.01%
202
2745
$8K ﹤0.01%
1,334
2746
$8K ﹤0.01%
250
2747
$8K ﹤0.01%
570
2748
$8K ﹤0.01%
637
2749
$8K ﹤0.01%
680
2750
$8K ﹤0.01%
1,228