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
$1.05B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$23.5M
3
+$10.6M
4
HPE icon
Hewlett Packard
HPE
+$5.77M
5
CCI icon
Crown Castle
CCI
+$2.32M

Top Sells

1
+$12.1M
2
+$9.09M
3
+$4.33M
4
AVGO icon
Broadcom
AVGO
+$3.48M
5
AAPL icon
Apple
AAPL
+$3.14M

Sector Composition

1 Technology 26.55%
2 Materials 15.82%
3 Healthcare 12.18%
4 Industrials 11.68%
5 Energy 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.2M 1.36%
182,503
-2,520
27
$12.5M 1.19%
11,878
-128
28
$12.1M 1.16%
38,665
-9,470
29
$11.6M 1.11%
93,371
+1,209
30
$11.3M 1.08%
72,457
+1,527
31
$9.48M 0.91%
73,179
-91
32
$9.37M 0.9%
41,416
+674
33
$9.27M 0.89%
21,254
-8
34
$9.23M 0.88%
50,326
-1,197
35
$8.38M 0.8%
65,100
+1,296
36
$8.29M 0.79%
175,797
-3,832
37
$7.84M 0.75%
53,609
+5,182
38
$7.44M 0.71%
9,449
+236
39
$6.6M 0.63%
104,759
-2,575
40
$5.77M 0.55%
+272,654
41
$5.46M 0.52%
20,946
+468
42
$5.45M 0.52%
139,224
-293
43
$5.36M 0.51%
141,439
+36,304
44
$5.09M 0.49%
29,676
-1,002
45
$4.88M 0.47%
82,169
+3,916
46
$4.78M 0.46%
20,255
+48
47
$4.42M 0.42%
19,368
+345
48
$3.94M 0.38%
40,309
+23,703
49
$3.85M 0.37%
148,175
+6,502
50
$3.28M 0.31%
113,236
-1,232
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