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
826
$771K 0.01%
6,922
-4,386
827
$769K 0.01%
17,259
+1,532
828
$765K 0.01%
8,401
+851
829
$762K 0.01%
7,622
+416
830
$762K 0.01%
31,933
+2,953
831
$762K 0.01%
32,516
+2,902
832
$761K 0.01%
14,070
-1,542
833
$759K 0.01%
14,572
+393
834
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55,202
+2,280
835
$752K 0.01%
36,327
+3,544
836
$748K 0.01%
182,346
-84
837
$744K 0.01%
15,477
+1,389
838
$738K 0.01%
27,646
-43
839
$738K 0.01%
2,694
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840
$737K 0.01%
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841
$736K 0.01%
23,948
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842
$735K 0.01%
16,482
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$734K 0.01%
4,247
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844
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1,282
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845
$732K 0.01%
7,962
+170
846
$731K 0.01%
17,597
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847
$725K 0.01%
54,386
+5,410
848
$724K 0.01%
9,206
+1,620
849
$722K 0.01%
46,489
-10,762
850
$715K 0.01%
69,406
+59,052
32 33
34
35 36