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
$812M
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$17.7M
2 +$13.4M
3 +$8.26M
4
FDX icon
FedEx
FDX
+$6.85M
5
MPC icon
Marathon Petroleum
MPC
+$6.64M

Top Sells

1 +$7.46M
2 +$7.1M
3 +$5.91M
4
AEP icon
American Electric Power
AEP
+$5M
5
ROK icon
Rockwell Automation
ROK
+$2.47M

Sector Composition

1 Technology 32.45%
2 Healthcare 13.2%
3 Communication Services 11.5%
4 Financials 9.51%
5 Industrials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,798