AIP
Ameritas Investment Partners Portfolio holdings
AUM
$3.17B
1-Year Return
20.23%
This Quarter Return
+2%
1 Year Return
+20.23%
3 Year Return
+87.65%
5 Year Return
+163.29%
10 Year Return
+366.97%
AUM
$1.51B
AUM Growth
+$24.6M
(+1.7%)
Cap. Flow
-$36.3M
Cap. Flow
% of AUM
-2.41%
Top 10 Holdings %
Top 10 Hldgs %
21.22%
Holding
1,221
New
50
Increased
229
Reduced
219
Closed
51
Top Buys
| 1 |
Coca-Cola
KO
|
+$3.26M |
| 2 |
WisdomTree Enhanced Commodity Strategy Fund
GCC
|
+$2.94M |
| 3 |
Comcast
CMCSA
|
+$2.47M |
| 4 |
Willis Towers Watson
WTW
|
+$2.37M |
| 5 |
Brown-Forman Class B
BF.B
|
+$2.32M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.38M |
| 2 |
Viatris
VTRS
|
+$2.93M |
| 3 |
Blackrock
BLK
|
+$2.52M |
| 4 |
American International
AIG
|
+$2.45M |
| 5 |
Lincoln National
LNC
|
+$2.42M |
Sector Composition
| 1 | Technology | 11.6% |
| 2 | Healthcare | 9.6% |
| 3 | Financials | 9.36% |
| 4 | Industrials | 7.92% |
| 5 | Consumer Discretionary | 7.08% |
