AAM

Advisors Asset Management Portfolio holdings

AUM $5.89B
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7B
AUM Growth
+$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,549
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$5.71M
3
+$5.56M
4
DOUG icon
Douglas Elliman
DOUG
+$5.45M
5
QCOM icon
Qualcomm
QCOM
+$5.17M

Top Sells

1
+$16.5M
2
+$16.4M
3
+$10.7M
4
AMZN icon
Amazon
AMZN
+$7.75M
5
META icon
Meta Platforms (Facebook)
META
+$7.47M

Sector Composition

1 Technology 19.05%
2 Financials 12.5%
3 Communication Services 10.25%
4 Consumer Discretionary 9.95%
5 Healthcare 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.17M 0.07%
877,888
+35,523
277
$5.17M 0.07%
25,220
+5,306
278
$5.14M 0.07%
31,416
+1,256
279
$5.14M 0.07%
57,804
+32,516
280
$5.13M 0.07%
340,137
-51,548
281
$5.12M 0.07%
30,500
-5,686
282
$5.09M 0.07%
68,044
+3,809
283
$5.07M 0.07%
18,673
+634
284
$5.03M 0.07%
38,908
+5,336
285
$5.03M 0.07%
295,092
+21,117
286
$5.03M 0.07%
363,645
+38,446
287
$5.02M 0.07%
19,748
-4,732
288
$5.01M 0.07%
293,381
+17,033
289
$4.99M 0.07%
492,774
+23,774
290
$4.99M 0.07%
85,412
+8,126
291
$4.99M 0.07%
309,431
+13,146
292
$4.98M 0.07%
22,826
-2,110
293
$4.97M 0.07%
638,460
-5,910
294
$4.97M 0.07%
7,429
-307
295
$4.96M 0.07%
338,791
-41,460
296
$4.96M 0.07%
54,508
+5,750
297
$4.92M 0.07%
252,545
+91,004
298
$4.9M 0.07%
78,436
+20,987
299
$4.88M 0.07%
19,977
+7,357
300
$4.86M 0.07%
328,115
+23,107
10 11
12
13 14