AAP

Ardsley Advisory Partners Portfolio holdings

AUM $612M
1-Year Est. Return 36.74%
This Quarter Est. Return
1 Year Est. Return
+36.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$594M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$20M
3
+$17.3M
4
ELV icon
Elevance Health
ELV
+$17.2M
5
ASH icon
Ashland
ASH
+$9.42M

Top Sells

1
+$20.1M
2
+$12.2M
3
+$11.6M
4
MAC icon
Macerich
MAC
+$10.6M
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$9.02M

Sector Composition

1 Healthcare 24.86%
2 Technology 23.36%
3 Utilities 8.84%
4 Industrials 6.05%
5 Materials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$144K 0.02%
+20,000
127
$124K 0.02%
70,000
+20,000
128
$102K 0.02%
+25,000
129
$41K 0.01%
+30,000
130
$24K ﹤0.01%
19
131
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132
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133
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135
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137
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138
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140
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150
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-7,500
4 5
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7 8