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
801
$708K 0.01%
6,544
+5,095
802
$707K 0.01%
22,256
-1,348
803
$697K 0.01%
17,846
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804
$696K 0.01%
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$693K 0.01%
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806
$690K 0.01%
21,115
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807
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12,412
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809
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46,466
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22,834
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2,239
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4,661
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$656K 0.01%
34,615
-6,590
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$646K 0.01%
17,997
-749
825
$646K 0.01%
19,015
-8,190