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
$6.58B
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,514
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$9.58M
3
+$9.33M
4
TGT icon
Target
TGT
+$8.92M
5
GLO
Clough Global Opportunities Fund
GLO
+$8.59M

Top Sells

1
+$26.9M
2
+$18.5M
3
+$12.6M
4
META icon
Meta Platforms (Facebook)
META
+$10.4M
5
TSLA icon
Tesla
TSLA
+$8.17M

Sector Composition

1 Technology 17.64%
2 Financials 13.44%
3 Communication Services 11.3%
4 Consumer Discretionary 10.12%
5 Healthcare 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$899K 0.01%
5,485
-2,414
852
$898K 0.01%
4,305
-3,261
853
$898K 0.01%
66,940
-1,028
854
$897K 0.01%
3,158
-125
855
$896K 0.01%
13,367
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856
$891K 0.01%
12,337
-119
857
$890K 0.01%
26,988
-7,489
858
$882K 0.01%
22,266
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859
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+55,385
860
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14,611
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861
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97,463
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862
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35,437
-3,735
863
$862K 0.01%
11,443
+1,862
864
$858K 0.01%
3,577
-5,872
865
$856K 0.01%
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866
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16,642
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5,552
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870
$850K 0.01%
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871
$850K 0.01%
43,342
-11,614
872
$849K 0.01%
5,663
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873
$848K 0.01%
7,900
+1,500
874
$838K 0.01%
45,694
+1,897
875
$837K 0.01%
3,202
-309
33 34
35
36 37