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
$5.32B
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,558
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$4.15M
3
+$3.81M
4
PLTR icon
Palantir
PLTR
+$3.55M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.48M

Top Sells

1
+$13.1M
2
+$11.3M
3
+$7.5M
4
SUM
Summit Materials, Inc. Class A Common Stock
SUM
+$6.47M
5
GS icon
Goldman Sachs
GS
+$5.64M

Sector Composition

1 Technology 16.39%
2 Industrials 11.1%
3 Financials 10.81%
4 Healthcare 8.82%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$829K 0.02%
11,515
-1,525
802
$829K 0.02%
2,928
+521
803
$828K 0.02%
15,081
-5,079
804
$825K 0.02%
123,120
+20,872
805
$824K 0.02%
39,447
+1,087
806
$821K 0.02%
8,740
-7,842
807
$819K 0.02%
13,518
+1,863
808
$809K 0.02%
7,720
-627
809
$808K 0.02%
11,405
+2,905
810
$805K 0.02%
3,036
-3,061
811
$800K 0.02%
17,786
+5,411
812
$800K 0.02%
6,835
+258
813
$796K 0.02%
4,811
-813
814
$791K 0.01%
60,447
+1
815
$789K 0.01%
29,912
+2,831
816
$789K 0.01%
29,069
+2,735
817
$787K 0.01%
9,413
+655
818
$783K 0.01%
17,828
+1,533
819
$776K 0.01%
16,761
+1,540
820
$776K 0.01%
9,395
+2,498
821
$776K 0.01%
+116,647
822
$776K 0.01%
16,195
+1,385
823
$774K 0.01%
8,117
+786
824
$771K 0.01%
25,624
+2,462
825
$771K 0.01%
17,061
+1,610
31 32
33
34 35