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
476
$2.93M 0.04%
9,800
+887
477
$2.9M 0.04%
12,305
-4,123
478
$2.89M 0.04%
49,184
-32,029
479
$2.89M 0.04%
11,654
-2,148
480
$2.89M 0.04%
35,802
-657
481
$2.89M 0.04%
10,308
+548
482
$2.89M 0.04%
12,045
+2,694
483
$2.88M 0.04%
198,271
-31,091
484
$2.87M 0.04%
29,510
+1,067
485
$2.84M 0.04%
13,206
+3,673
486
$2.81M 0.04%
144,855
-36,709
487
$2.81M 0.04%
184,931
-28,515
488
$2.8M 0.04%
77,264
+3,679
489
$2.8M 0.04%
36,977
-817
490
$2.79M 0.04%
191,992
+4,423
491
$2.79M 0.04%
178,531
+5,861
492
$2.79M 0.04%
304,683
+2,061
493
$2.78M 0.04%
180,048
+2,974
494
$2.77M 0.04%
307,696
+26,249
495
$2.77M 0.04%
32,513
+3,338
496
$2.76M 0.04%
25,459
-2,525
497
$2.76M 0.04%
31,671
-2,828
498
$2.76M 0.04%
163,682
-12,862
499
$2.76M 0.04%
233,133
-35,376
500
$2.75M 0.04%
23,736
+1,281
18 19
20
21 22