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
$646M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$9.44M
2 +$7.08M
3 +$5.85M
4
DVN icon
Devon Energy
DVN
+$5.16M
5
COHR
Coherent Inc
COHR
+$3.96M

Top Sells

1 +$19.7M
2 +$17.2M
3 +$10.4M
4
DUK icon
Duke Energy
DUK
+$3.74M
5
NUE icon
Nucor
NUE
+$2.11M

Sector Composition

1 Technology 31.03%
2 Healthcare 14.26%
3 Communication Services 11.21%
4 Energy 8.45%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,133