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
$4.9B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,463
New
Increased
Reduced
Closed

Top Buys

1 +$5.88M
2 +$5.1M
3 +$4.15M
4
KO icon
Coca-Cola
KO
+$3.95M
5
PINS icon
Pinterest
PINS
+$3.49M

Top Sells

1 +$14.9M
2 +$10.3M
3 +$9.21M
4
JPM icon
JPMorgan Chase
JPM
+$9M
5
MRK icon
Merck
MRK
+$8.82M

Sector Composition

1 Technology 16.51%
2 Financials 11.02%
3 Industrials 10.13%
4 Healthcare 9.42%
5 Consumer Discretionary 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$255K 0.01%
5,080
-1,482
1077
$255K 0.01%
1,071
-59
1078
$250K 0.01%
935
-65
1079
$248K 0.01%
1,093
-1,594
1080
$247K 0.01%
31,328
+2,296
1081
$243K 0.01%
8,411
+2,310
1082
$243K 0.01%
3,017
+1,129
1083
$238K ﹤0.01%
2,242
-397
1084
$237K ﹤0.01%
9,893
-968
1085
$236K ﹤0.01%
+2,151
1086
$233K ﹤0.01%
+2,838
1087
$232K ﹤0.01%
11,120
-633
1088
$232K ﹤0.01%
+10,951
1089
$231K ﹤0.01%
2,289
+470
1090
$230K ﹤0.01%
907
-116
1091
$227K ﹤0.01%
3,398
-405
1092
$226K ﹤0.01%
9,517
-214
1093
$224K ﹤0.01%
3,707
-116
1094
$223K ﹤0.01%
2,881
+417
1095
$223K ﹤0.01%
4,758
+2,298
1096
$222K ﹤0.01%
6,399
-1,725
1097
$222K ﹤0.01%
6,571
-100
1098
$221K ﹤0.01%
3,844
-1,207
1099
$219K ﹤0.01%
4,468
+3,478
1100
$216K ﹤0.01%
873
-103