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
751
$872K 0.02%
+91,511
752
$867K 0.02%
64,142
-231,261
753
$864K 0.02%
21,940
+372
754
$862K 0.02%
4,356
-869
755
$860K 0.02%
1,550
-457
756
$856K 0.02%
3,101
-2,626
757
$846K 0.02%
36,661
-2,161
758
$843K 0.02%
3,085
-2,754
759
$838K 0.02%
132,571
+11,435
760
$830K 0.02%
8,077
-446
761
$828K 0.02%
8,850
+5,294
762
$828K 0.02%
+9,995
763
$826K 0.02%
94,938
-14,235
764
$824K 0.02%
112,385
-6,064
765
$823K 0.02%
30,680
-18,418
766
$823K 0.02%
19,593
-627
767
$818K 0.02%
8,782
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768
$817K 0.02%
11,007
-3,428
769
$813K 0.02%
13,292
-5,090
770
$810K 0.02%
10,694
+1,150
771
$809K 0.02%
40,382
-3,342
772
$808K 0.02%
7,389
-5,924
773
$806K 0.02%
86,569
-3,751
774
$801K 0.02%
2,751
-245
775
$800K 0.02%
6,822
+3,773
29 30
31
32 33