AAM
Advisors Asset Management Portfolio holdings
AUM
$5.59B
1-Year Return
19.2%
This Quarter Return
+14.95%
1 Year Return
+19.2%
3 Year Return
+63.25%
5 Year Return
+116.36%
10 Year Return
+228.02%
AUM
$6.05B
AUM Growth
+$639M
(+12%)
Cap. Flow
-$54.4M
Cap. Flow
% of AUM
-0.9%
Top 10 Holdings %
Top 10 Hldgs %
25.01%
Holding
1,578
New
58
Increased
636
Reduced
811
Closed
71
Top Buys
| 1 |
Merck
MRK
|
+$8.81M |
| 2 |
Shopify
SHOP
|
+$5.6M |
| 3 |
Qualcomm
QCOM
|
+$5.03M |
| 4 |
JPMorgan Chase
JPM
|
+$4.63M |
| 5 |
T-Mobile US
TMUS
|
+$4.51M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$11.3M |
| 2 |
Pfizer
PFE
|
+$8.86M |
| 3 |
Apple
AAPL
|
+$7.8M |
| 4 |
Bath & Body Works
BBWI
|
+$5.96M |
| 5 |
Accenture
ACN
|
+$5.95M |
Sector Composition
| 1 | Technology | 17.79% |
| 2 | Financials | 12.68% |
| 3 | Consumer Discretionary | 11.65% |
| 4 | Communication Services | 10.85% |
| 5 | Healthcare | 9.83% |
