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
$1.51B
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,221
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.94M
3
+$2.47M
4
WTW icon
Willis Towers Watson
WTW
+$2.37M
5
BF.B icon
Brown-Forman Class B
BF.B
+$2.31M

Top Sells

1
+$4.38M
2
+$2.93M
3
+$2.52M
4
AIG icon
American International
AIG
+$2.45M
5
LNC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.96M 0.33%
97,111
+141
52
$4.96M 0.33%
128,546
+150
53
$4.95M 0.33%
121,770
-17,600
54
$4.82M 0.32%
46,429
+10,390
55
$4.71M 0.31%
348,017
56
$4.64M 0.31%
118,342
-17,448
57
$4.62M 0.31%
64,129
+10,400
58
$4.55M 0.3%
294,680
-4,760
59
$4.52M 0.3%
130,736
+2,130
60
$4.47M 0.3%
110,254
+4,221
61
$4.39M 0.29%
80,034
-4,124
62
$4.37M 0.29%
104,794
63
$4.16M 0.28%
69,595
+16,764
64
$4.07M 0.27%
54,245
+26,740
65
$4.02M 0.27%
39,268
66
$3.95M 0.26%
19,218
-21,296
67
$3.87M 0.26%
24,570
-1,529
68
$3.74M 0.25%
50,674
-5,457
69
$3.72M 0.25%
41,448
+1,640
70
$3.7M 0.25%
39,435
+21,600
71
$3.68M 0.24%
90,592
+444
72
$3.64M 0.24%
13,845
-1,400
73
$3.62M 0.24%
58,450
-36
74
$3.61M 0.24%
45,440
-6,687
75
$3.59M 0.24%
53,730
-4,005
1 2
3
4 5