AIP
ARS Investment Partners Portfolio holdings
AUM
$1.37B
1-Year Return
23.03%
This Quarter Return
+7.53%
1 Year Return
+23.03%
3 Year Return
+121.64%
5 Year Return
+227.42%
10 Year Return
+781.01%
AUM
$827M
AUM Growth
+$50.8M
(+6.5%)
Cap. Flow
+$7.86M
Cap. Flow
% of AUM
0.95%
Top 10 Holdings %
Top 10 Hldgs %
31.68%
Holding
163
New
11
Increased
50
Reduced
65
Closed
8
Top Buys
| 1 |
IBM
IBM
|
$15.8M |
| 2 |
Biogen
BIIB
|
$5.08M |
| 3 |
EBIX
Ebix Inc
EBIX
|
$4.54M |
| 4 |
Kellanova
K
|
$4M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$3.55M |
Top Sells
| 1 |
Nucor
NUE
|
$11.8M |
| 2 |
Costco
COST
|
$6.68M |
| 3 |
Western Digital
WDC
|
$5.17M |
| 4 |
Apple
AAPL
|
$4.55M |
| 5 |
TWX
Time Warner Inc
TWX
|
$3.77M |
Sector Composition
| 1 | Technology | 30.1% |
| 2 | Industrials | 12.59% |
| 3 | Communication Services | 10.51% |
| 4 | Healthcare | 10.04% |
| 5 | Consumer Discretionary | 6.3% |
