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
1151
$154K ﹤0.01%
3,575
-84
1152
$154K ﹤0.01%
+2,997
1153
$153K ﹤0.01%
1,966
-488
1154
$152K ﹤0.01%
405
-37
1155
$151K ﹤0.01%
8,968
-201
1156
$150K ﹤0.01%
2,499
+124
1157
$148K ﹤0.01%
3,980
+118
1158
$148K ﹤0.01%
12,050
-4,187
1159
$146K ﹤0.01%
629
-2,896
1160
$146K ﹤0.01%
1,144
+891
1161
$144K ﹤0.01%
2,007
+265
1162
$144K ﹤0.01%
7,097
+5,627
1163
$143K ﹤0.01%
+319
1164
$142K ﹤0.01%
2,850
-366
1165
$142K ﹤0.01%
3,586
-80
1166
$137K ﹤0.01%
4,335
-31
1167
$136K ﹤0.01%
713
-224
1168
$132K ﹤0.01%
821
+170
1169
$132K ﹤0.01%
4,749
-46,934
1170
$130K ﹤0.01%
2,084
+94
1171
$129K ﹤0.01%
28,575
-12,561
1172
$127K ﹤0.01%
8,623
-20
1173
$127K ﹤0.01%
1,524
+178
1174
$126K ﹤0.01%
1,728
-610
1175
$126K ﹤0.01%
2,456
+224