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
501
$2.21M 0.05%
6,103
+1,668
502
$2.21M 0.05%
12,969
-1,758
503
$2.2M 0.04%
38,341
+6,556
504
$2.2M 0.04%
33,259
+18,437
505
$2.18M 0.04%
304,656
+4,258
506
$2.18M 0.04%
18,775
-56
507
$2.16M 0.04%
29,205
+7,702
508
$2.16M 0.04%
152,469
-61,772
509
$2.15M 0.04%
77,915
+32,057
510
$2.14M 0.04%
22,597
+874
511
$2.13M 0.04%
18,163
+390
512
$2.12M 0.04%
227,602
+170,557
513
$2.12M 0.04%
37,624
-20,350
514
$2.12M 0.04%
14,263
-4,346
515
$2.12M 0.04%
53,354
-14,020
516
$2.11M 0.04%
6,251
-1,398
517
$2.09M 0.04%
55,649
+422
518
$2.08M 0.04%
21,114
-1,303
519
$2.08M 0.04%
14,417
-2,386
520
$2.08M 0.04%
41,950
-712
521
$2.08M 0.04%
8,987
-3,402
522
$2.07M 0.04%
21,406
-1,144
523
$2.05M 0.04%
16,862
+11,826
524
$2.05M 0.04%
63,621
+4,766
525
$2.04M 0.04%
11,371
-1,179
19 20
21
22 23