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
976
$541K 0.01%
8,262
+1,016
977
$540K 0.01%
2,112
+391
978
$539K 0.01%
28,572
+1,727
979
$535K 0.01%
6,883
+430
980
$534K 0.01%
16,186
+770
981
$532K 0.01%
8,577
-197
982
$526K 0.01%
27,046
+10,689
983
$526K 0.01%
40,805
-909
984
$525K 0.01%
16,684
+926
985
$525K 0.01%
16,681
+944
986
$524K 0.01%
5,739
-1,572
987
$521K 0.01%
21,587
+1,284
988
$519K 0.01%
11,380
+633
989
$519K 0.01%
9,642
+559
990
$518K 0.01%
4,049
+2,757
991
$515K 0.01%
16,367
+1,074
992
$514K 0.01%
3,896
-3,742
993
$514K 0.01%
7,488
+1,512
994
$514K 0.01%
7,389
+483
995
$514K 0.01%
8,443
+1,325
996
$513K 0.01%
4,848
+312
997
$510K 0.01%
10,342
+577
998
$506K 0.01%
9,233
+3,204
999
$506K 0.01%
4,990
+406
1000
$506K 0.01%
37,230
+28
38 39
40
41 42