AIP

ARS Investment Partners Portfolio holdings

AUM $1.51B
1-Year Est. Return 40.69%
This Quarter Est. Return
1 Year Est. Return
+40.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$557M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$8.15M
3
+$8.08M
4
ZS icon
Zscaler
ZS
+$5.38M
5
BX icon
Blackstone
BX
+$3.96M

Top Sells

1
+$9.1M
2
+$8.06M
3
+$6.36M
4
PSX icon
Phillips 66
PSX
+$6.02M
5
AAPL icon
Apple
AAPL
+$5.36M

Sector Composition

1 Technology 27.19%
2 Communication Services 15.86%
3 Healthcare 9.33%
4 Financials 7.27%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.27M 1.49%
82,678
-3,347
27
$8.08M 1.45%
+302,434
28
$7.48M 1.34%
123,147
-80,645
29
$7.45M 1.34%
1,418,457
+200,507
30
$7.2M 1.29%
89,367
+7,526
31
$6.83M 1.23%
49,132
+12,886
32
$6.07M 1.09%
112,924
-33,207
33
$5.21M 0.94%
38,030
-3,185
34
$4.83M 0.87%
168,913
-69,318
35
$4.03M 0.72%
62,062
-8,167
36
$3.96M 0.71%
+80,975
37
$3.93M 0.71%
43,644
+4,911
38
$3.79M 0.68%
62,180
-2,020
39
$3.77M 0.68%
3,850
+913
40
$3.69M 0.66%
31,112
-406
41
$3.27M 0.59%
116,668
-18,230
42
$3M 0.54%
24,844
+4,876
43
$2.93M 0.53%
64,040
+12,053
44
$2.92M 0.53%
105,960
-47,670
45
$2.91M 0.52%
58,776
+4,897
46
$2.81M 0.51%
459,541
-62,286
47
$2.67M 0.48%
34,324
+389
48
$2.21M 0.4%
40,023
-566
49
$2.21M 0.4%
17,078
-5,022
50
$2.15M 0.39%
31,958
-5,493
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