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
551
$1.88M 0.04%
38,297
+4,165
552
$1.88M 0.04%
67,812
+9,448
553
$1.86M 0.04%
32,265
+9,742
554
$1.84M 0.04%
35,681
-1,130
555
$1.81M 0.04%
2,251
-66
556
$1.81M 0.04%
23,160
-37
557
$1.81M 0.04%
6,990
+1,120
558
$1.8M 0.04%
59,614
+1,456
559
$1.8M 0.04%
92,803
+39,788
560
$1.8M 0.04%
190,834
+3,882
561
$1.8M 0.04%
13,095
+3,755
562
$1.79M 0.04%
19,869
-3,474
563
$1.79M 0.04%
139,155
+19,697
564
$1.79M 0.04%
18,802
-4,232
565
$1.79M 0.04%
90,037
+4,628
566
$1.77M 0.04%
35,557
-176
567
$1.76M 0.04%
4,994
-1,352
568
$1.76M 0.04%
120,009
+36,784
569
$1.74M 0.04%
36,169
+4,667
570
$1.74M 0.04%
46,677
+8,376
571
$1.73M 0.04%
29,055
-1,385
572
$1.73M 0.04%
126,539
+53,307
573
$1.73M 0.04%
54,294
+2,830
574
$1.71M 0.04%
11,851
-3,606
575
$1.69M 0.03%
15,561
+1,804
21 22
23
24 25