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
$595M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$9.55M
3
+$6.63M
4
NVDA icon
NVIDIA
NVDA
+$6.6M
5
AVGO icon
Broadcom
AVGO
+$4.69M

Top Sells

1
+$16.4M
2
+$13.7M
3
+$13.1M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$8.08M
5
STZ icon
Constellation Brands
STZ
+$6.77M

Sector Composition

1 Technology 33.77%
2 Healthcare 11.76%
3 Communication Services 10.67%
4 Financials 7.01%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.82M 1.31%
85,315
-4,052
27
$7.67M 1.29%
22,289
+203
28
$6.77M 1.14%
113,737
+813
29
$6.63M 1.11%
+45,300
30
$6.6M 1.11%
+1,122,000
31
$5.98M 1%
46,636
-2,496
32
$5.96M 1%
75,976
-167,605
33
$5.49M 0.92%
40,188
+2,158
34
$4.82M 0.81%
86,198
+5,223
35
$4.71M 0.79%
167,230
-1,683
36
$4.54M 0.76%
150,416
+123,184
37
$4.25M 0.71%
63,520
+1,340
38
$4.23M 0.71%
41,529
-2,115
39
$4.08M 0.69%
67,714
-55,433
40
$3.9M 0.65%
61,357
-705
41
$3.71M 0.62%
30,799
-313
42
$3.42M 0.57%
111,068
-5,600
43
$3.06M 0.51%
57,053
-1,723
44
$2.99M 0.5%
23,854
-990
45
$2.79M 0.47%
76,349
+31,865
46
$2.77M 0.47%
+393,561
47
$2.67M 0.45%
32,815
-1,509
48
$2.46M 0.41%
29,350
-195,322
49
$2.33M 0.39%
+49,213
50
$2.26M 0.38%
41,017
+994
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