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
851
$591K 0.01%
7,826
-7,442
852
$589K 0.01%
27,694
-1,307
853
$585K 0.01%
11,683
-15,188
854
$582K 0.01%
13,463
+866
855
$581K 0.01%
7,470
-1,404
856
$580K 0.01%
1,025
-64
857
$578K 0.01%
9,224
+5,571
858
$577K 0.01%
42,023
-3,042
859
$575K 0.01%
2,033
-3,253
860
$573K 0.01%
4,097
-1,612
861
$569K 0.01%
44,786
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$567K 0.01%
2,580
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863
$560K 0.01%
5,574
-70
864
$560K 0.01%
25,661
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865
$552K 0.01%
36,172
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866
$551K 0.01%
15,645
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6,127
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$549K 0.01%
945
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$547K 0.01%
6,114
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870
$546K 0.01%
7,543
-741
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$545K 0.01%
3,675
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872
$544K 0.01%
23,508
+6,350
873
$542K 0.01%
12,540
-19,295
874
$540K 0.01%
7,209
-5,495
875
$537K 0.01%
10,699
-2,976