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
$4.9B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,463
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.1M
3
+$4.15M
4
KO icon
Coca-Cola
KO
+$3.95M
5
PINS icon
Pinterest
PINS
+$3.49M

Top Sells

1
+$14.9M
2
+$10.3M
3
+$9.21M
4
JPM icon
JPMorgan Chase
JPM
+$9M
5
MRK icon
Merck
MRK
+$8.82M

Sector Composition

1 Technology 16.51%
2 Financials 11.02%
3 Industrials 10.13%
4 Healthcare 9.42%
5 Consumer Discretionary 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.51M 0.05%
32,502
+21,985
452
$2.51M 0.05%
17,882
+1,707
453
$2.51M 0.05%
51,799
-1,554
454
$2.51M 0.05%
14,564
-4,070
455
$2.5M 0.05%
68,191
+1,198
456
$2.49M 0.05%
47,608
+4,263
457
$2.48M 0.05%
169,008
+92,895
458
$2.48M 0.05%
173,615
-25,764
459
$2.47M 0.05%
406,629
+137,305
460
$2.47M 0.05%
29,898
+1,401
461
$2.45M 0.05%
39,518
-4,215
462
$2.42M 0.05%
82,841
+1,434
463
$2.42M 0.05%
14,742
+1,223
464
$2.42M 0.05%
11,619
-588
465
$2.42M 0.05%
4,139
-1,138
466
$2.42M 0.05%
2,919
-445
467
$2.42M 0.05%
145,898
+2,653
468
$2.42M 0.05%
56,746
-9,076
469
$2.41M 0.05%
11,940
-1,447
470
$2.41M 0.05%
76,257
-1,451
471
$2.41M 0.05%
40,054
-5,876
472
$2.41M 0.05%
115,947
+44,925
473
$2.41M 0.05%
10,049
+1,227
474
$2.4M 0.05%
31,371
+3,623
475
$2.4M 0.05%
188,302
-36,741
17 18
19
20 21