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
$7B
AUM Growth
+$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,549
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$5.71M
3
+$5.56M
4
DOUG icon
Douglas Elliman
DOUG
+$5.45M
5
QCOM icon
Qualcomm
QCOM
+$5.17M

Top Sells

1
+$16.5M
2
+$16.4M
3
+$10.7M
4
AMZN icon
Amazon
AMZN
+$7.75M
5
META icon
Meta Platforms (Facebook)
META
+$7.47M

Sector Composition

1 Technology 19.05%
2 Financials 12.5%
3 Communication Services 10.25%
4 Consumer Discretionary 9.95%
5 Healthcare 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$608K 0.01%
2,476
-1,101
952
$605K 0.01%
13,568
-28
953
$602K 0.01%
20,892
+5,219
954
$600K 0.01%
13,055
-95
955
$598K 0.01%
11,025
-3,423
956
$598K 0.01%
7,354
+321
957
$596K 0.01%
28,721
+15,171
958
$595K 0.01%
26,110
+6,036
959
$594K 0.01%
11,181
-206
960
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7,310
-3,355
961
$589K 0.01%
12,294
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962
$581K 0.01%
93,459
-2,591
963
$577K 0.01%
48,073
+11,746
964
$577K 0.01%
12,577
-12,910
965
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4,971
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966
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4,481
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967
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13,007
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968
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33,253
-1,380
969
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101,868
-23,712
970
$551K 0.01%
12,311
-2,600
971
$551K 0.01%
2,971
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972
$546K 0.01%
24,118
+13,155
973
$545K 0.01%
5,971
+331
974
$544K 0.01%
8,821
+4,731
975
$542K 0.01%
14,408
+13,956
37 38
39
40 41