Portfolio (Quarterly)
Guide ↗
ARS Investment Partners, LLC
· CIK 0000733020| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | STGW | STAGWELL INC | Communication Services | 14,597.0 | $92K | 0.01% | — | — | $6.29 | +35.5% |
| 182 | AMBP | ARDAGH METAL PACKAGING S A | Consumer Cyclical | 13,350.0 | $54K | 0.00% | — | — | $4.05 | +9.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
31.6%
Industrials
17.3%
Basic Materials
12.4%
Financial Services
10.0%
Energy
6.7%
Utilities
6.1%
Healthcare
5.9%
Communication Services
5.9%
Consumer Cyclical
3.2%
Real Estate
0.6%