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
701
$1.54M 0.02%
4,697
+307
702
$1.52M 0.02%
10,850
-2,404
703
$1.52M 0.02%
26,071
-590
704
$1.49M 0.02%
38,572
+1,613
705
$1.49M 0.02%
17,511
+3,283
706
$1.48M 0.02%
13,790
+351
707
$1.48M 0.02%
9,742
+1,153
708
$1.48M 0.02%
7,131
-2,352
709
$1.48M 0.02%
21,066
+1,257
710
$1.47M 0.02%
6,438
-1,333
711
$1.46M 0.02%
54,363
-8,582
712
$1.46M 0.02%
8,799
+874
713
$1.46M 0.02%
97,619
-906
714
$1.45M 0.02%
6,384
+296
715
$1.45M 0.02%
39,159
+5,809
716
$1.45M 0.02%
14,306
+915
717
$1.44M 0.02%
95,583
-38,245
718
$1.44M 0.02%
20,017
+221
719
$1.43M 0.02%
19,917
-2,024
720
$1.43M 0.02%
5,170
-768
721
$1.43M 0.02%
17,528
+518
722
$1.42M 0.02%
10,917
+1,928
723
$1.42M 0.02%
30,904
+1,946
724
$1.42M 0.02%
4,371
+842
725
$1.42M 0.02%
89,339
-829
27 28
29
30 31