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
876
$836K 0.01%
28,258
-11,761
877
$833K 0.01%
14,964
-7,704
878
$830K 0.01%
13,975
-2,886
879
$830K 0.01%
6,269
-7,387
880
$828K 0.01%
74,943
-2,916
881
$819K 0.01%
37,871
-4,274
882
$818K 0.01%
89,793
-3,492
883
$813K 0.01%
7,118
-6,059
884
$813K 0.01%
10,665
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885
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22,759
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886
$809K 0.01%
4,058
-54
887
$806K 0.01%
16,796
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888
$802K 0.01%
51,608
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894
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44,249
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896
$764K 0.01%
11,554
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$757K 0.01%
8,774
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898
$748K 0.01%
14,448
-4,857
899
$747K 0.01%
4,613
+1,414
900
$747K 0.01%
8,243
-2,338
34 35
36
37 38