Kristen Niebuhr
@Ars Investment Partners, Llc
Latest period2024 - Q4ReportedManaged Assets$1.11BTotal holdings175
Assets growth rate-0.52%Assets growth rate (2-Q avg)3.09%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Ars Investment Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 175 positions.
Assets under management
The assets under management (AUM) of Ars Investment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.11B in assets, with a quarterly growth rate of -0.52% and a 2-quarter average growth rate of 3.09%. The portfolio is managed by Kristen Niebuhr, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
HPEHewlett Packard Enterprise C
| 0.53% | $5.864M 274,683 shares@ $21.35 avg price | Increased 3.21% |
ADIAnalog Devices Inc
| 0.38% | $4.154M 19,551 shares@ $212.46 avg price | Increased 1.27% |
XOPSpdr Ser Tr
| 0.23% | $2.472M 18,677 shares@ $132.38 avg price | Increased 0.11% |
CDNACaredx Inc
| 0.2% | $2.183M 101,968 shares@ $21.42 avg price | Increased 6.35% |
XLVSelect Sector Spdr Tr
| 0.2% | $2.13M 15,481 shares@ $137.57 avg price | Increased 3.89% |
TSLATesla Inc
| 0.16% | $1.774M 4,394 shares@ $403.85 avg price | Increased 118.18% |
AQNAlgonquin Pwr Utils Corp
| 0.14% | $1.529M 343,619 shares@ $4.46 avg price | Increased 10.9% |
METAMeta Platforms Inc
| 0.14% | $1.467M 2,505 shares@ $585.52 avg price | Increased 5.66% |
DELLDell Technologies Inc
| 0.14% | $1.446M 12,545 shares@ $115.25 avg price | Increased 19.54% |
MDYSpdr S&p Midcap 400 Etf Tr
| 0.14% | $1.444M 2,535 shares@ $569.67 avg price | Increased 1.24% |