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
876
$648K 0.01%
16,400
-2,792
877
$646K 0.01%
2,108
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878
$643K 0.01%
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879
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880
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4,429
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25,274
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883
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884
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895
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899
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8,203
-3,444
900
$581K 0.01%
8,861
+1,210