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
2901
$3K ﹤0.01%
638
2902
$3K ﹤0.01%
34
2903
$3K ﹤0.01%
40
2904
$3K ﹤0.01%
500
2905
$3K ﹤0.01%
33
+1
2906
$3K ﹤0.01%
767
2907
$3K ﹤0.01%
123
2908
$3K ﹤0.01%
74
2909
$3K ﹤0.01%
2,116
2910
$3K ﹤0.01%
261
2911
$3K ﹤0.01%
48
2912
$3K ﹤0.01%
109
2913
$3K ﹤0.01%
73
2914
$3K ﹤0.01%
24
2915
$3K ﹤0.01%
460
2916
$3K ﹤0.01%
116
2917
$3K ﹤0.01%
2,829
2918
$3K ﹤0.01%
2,051
2919
$3K ﹤0.01%
272
2920
$3K ﹤0.01%
457
2921
$3K ﹤0.01%
1,275
2922
$3K ﹤0.01%
3,777
2923
$3K ﹤0.01%
2,546
2924
$3K ﹤0.01%
1,892
2925
$3K ﹤0.01%
270