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
$6.58B
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,514
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$9.58M
3
+$9.33M
4
TGT icon
Target
TGT
+$8.92M
5
GLO
Clough Global Opportunities Fund
GLO
+$8.59M

Top Sells

1
+$26.9M
2
+$18.5M
3
+$12.6M
4
META icon
Meta Platforms (Facebook)
META
+$10.4M
5
TSLA icon
Tesla
TSLA
+$8.17M

Sector Composition

1 Technology 17.64%
2 Financials 13.44%
3 Communication Services 11.3%
4 Consumer Discretionary 10.12%
5 Healthcare 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.77M 0.04%
177,074
+15,394
477
$2.77M 0.04%
+187,569
478
$2.76M 0.04%
9,715
-743
479
$2.75M 0.04%
167,998
+15,880
480
$2.75M 0.04%
22,455
-1,823
481
$2.75M 0.04%
3,481
+783
482
$2.74M 0.04%
13,802
-317
483
$2.73M 0.04%
190,750
+18,231
484
$2.73M 0.04%
27,984
+1,943
485
$2.72M 0.04%
129,948
+19,294
486
$2.72M 0.04%
179,503
+44,069
487
$2.72M 0.04%
179,038
+16,778
488
$2.72M 0.04%
5,610
-3,228
489
$2.71M 0.04%
95,425
-21,052
490
$2.71M 0.04%
172,670
+16,394
491
$2.71M 0.04%
39,246
+2,736
492
$2.7M 0.04%
22,101
-5,218
493
$2.7M 0.04%
8,069
-1,084
494
$2.69M 0.04%
225,550
+21,742
495
$2.69M 0.04%
22,364
-296
496
$2.69M 0.04%
38,927
-2,137
497
$2.69M 0.04%
38,045
+1,389
498
$2.68M 0.04%
57,895
+13,611
499
$2.68M 0.04%
19,886
-531
500
$2.68M 0.04%
162,976
-1,527
18 19
20
21 22