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
651
$1.31M 0.03%
5,438
+397
652
$1.31M 0.03%
6,245
-95
653
$1.3M 0.03%
38,125
+20,340
654
$1.3M 0.03%
25,715
+1,891
655
$1.29M 0.03%
13,415
-9,289
656
$1.27M 0.03%
29,041
-7,955
657
$1.26M 0.03%
43,035
+549
658
$1.26M 0.03%
124,505
-595
659
$1.25M 0.03%
+88,770
660
$1.25M 0.03%
116,627
+11,039
661
$1.24M 0.03%
+120,566
662
$1.24M 0.03%
9,652
-2,536
663
$1.23M 0.03%
13,536
-109
664
$1.23M 0.03%
16,595
+412
665
$1.23M 0.03%
7,101
+3,455
666
$1.22M 0.03%
31,682
+6,525
667
$1.22M 0.03%
16,175
-1,753
668
$1.22M 0.03%
11,268
-592
669
$1.22M 0.02%
36,278
+4,402
670
$1.22M 0.02%
+323,312
671
$1.21M 0.02%
+75,548
672
$1.2M 0.02%
9,800
-192
673
$1.2M 0.02%
104,700
-29,727
674
$1.19M 0.02%
+130,134
675
$1.19M 0.02%
14,611
+108
25 26
27
28 29