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
851
$713K 0.01%
35,261
+9,459
852
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1,201
+70
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59,484
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854
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856
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28,576
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865
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2,837
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875
$649K 0.01%
31,483
-567
33 34
35
36 37