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
76
$909K 0.15%
9,966
+18
77
$899K 0.15%
8,511
78
$864K 0.15%
+98,351
79
$791K 0.13%
3,856
80
$769K 0.13%
13,150
81
$767K 0.13%
18,045
-45,995
82
$681K 0.11%
15,115
83
$524K 0.09%
15,745
-4,420
84
$521K 0.09%
5,880
+3,200
85
$474K 0.08%
7,999
86
$363K 0.06%
2,059
+15
87
$361K 0.06%
27,254
+6,940
88
$344K 0.06%
1,829
89
$318K 0.05%
128,341
-31,342
90
$312K 0.05%
2,504
+490
91
$308K 0.05%
2,770
-40
92
$299K 0.05%
10,403
+2,229
93
$284K 0.05%
4,073
94
$280K 0.05%
3,095
95
$263K 0.04%
4,604
+60
96
$253K 0.04%
22,618
-45,500
97
$250K 0.04%
4,124
98
$247K 0.04%
+15,381
99
$246K 0.04%
2,000
100
$243K 0.04%
+2,574
1 2 3
4
5