AIP

Ameritas Investment Partners Portfolio holdings

AUM $3.17B
1-Year Est. Return 20.23%
This Quarter Est. Return
1 Year Est. Return
+20.23%
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
2851
$5K ﹤0.01%
+525
2852
$5K ﹤0.01%
855
2853
$5K ﹤0.01%
272
2854
$5K ﹤0.01%
2,804
2855
$5K ﹤0.01%
19
2856
$5K ﹤0.01%
2,614
2857
$5K ﹤0.01%
61
2858
$5K ﹤0.01%
361
2859
$5K ﹤0.01%
321
2860
$5K ﹤0.01%
217
2861
$5K ﹤0.01%
1,515
2862
$5K ﹤0.01%
2,454
2863
$5K ﹤0.01%
700
2864
$5K ﹤0.01%
954
2865
$5K ﹤0.01%
3,755
2866
$4K ﹤0.01%
1,642
2867
$4K ﹤0.01%
2,393
2868
$4K ﹤0.01%
867
2869
$4K ﹤0.01%
1,497
2870
$4K ﹤0.01%
+280
2871
$4K ﹤0.01%
1,216
2872
$4K ﹤0.01%
197
2873
$4K ﹤0.01%
550
2874
$4K ﹤0.01%
1,582
2875
$4K ﹤0.01%
38