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
701
$1.44M 0.02%
15,124
-2,061
702
$1.44M 0.02%
59,310
+17,120
703
$1.44M 0.02%
26,837
-1,635
704
$1.43M 0.02%
19,040
-1,356
705
$1.43M 0.02%
20,903
+890
706
$1.43M 0.02%
5,048
+55
707
$1.43M 0.02%
9,097
-3,970
708
$1.41M 0.02%
26,661
+589
709
$1.41M 0.02%
70,029
+22,425
710
$1.41M 0.02%
141,123
+20,294
711
$1.4M 0.02%
12,840
-246
712
$1.39M 0.02%
9,856
-216
713
$1.39M 0.02%
34,930
+15,557
714
$1.38M 0.02%
5,769
-137
715
$1.38M 0.02%
175,144
-3,622
716
$1.37M 0.02%
90,168
-1,301
717
$1.37M 0.02%
23,447
+5,036
718
$1.36M 0.02%
27,166
+3,242
719
$1.35M 0.02%
140,177
+45,052
720
$1.34M 0.02%
24,785
+3,089
721
$1.34M 0.02%
7,925
+381
722
$1.31M 0.02%
18,196
-128
723
$1.3M 0.02%
16,624
-7,673
724
$1.3M 0.02%
8,589
+1,083
725
$1.3M 0.02%
30,026
-989
27 28
29
30 31