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
101
$559K 0.05%
+116,419
102
$549K 0.05%
2,090
103
$535K 0.05%
78,417
-3,243
104
$517K 0.05%
2,453
105
$513K 0.05%
2,816
+40
106
$506K 0.05%
31,500
+4,500
107
$502K 0.05%
2,975
108
$470K 0.05%
+15,000
109
$469K 0.04%
4,515
-600
110
$436K 0.04%
3,086
-389
111
$410K 0.04%
7,000
112
$395K 0.04%
1,839
113
$384K 0.04%
2,221
114
$379K 0.04%
+57,301
115
$370K 0.04%
69,000
+4,000
116
$362K 0.03%
938
117
$346K 0.03%
51,000
118
$338K 0.03%
5,003
-25
119
$336K 0.03%
3,804
+67
120
$330K 0.03%
50,059
+1,650
121
$309K 0.03%
+23,186
122
$301K 0.03%
16,895
-6,456
123
$301K 0.03%
5,250
124
$300K 0.03%
4,403
+75
125
$288K 0.03%
2,700
3 4
5
6 7