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
1201
$99.2K ﹤0.01%
2,983
-996
1202
$99K ﹤0.01%
2,966
-288
1203
$96.5K ﹤0.01%
3,097
+696
1204
$96.4K ﹤0.01%
2,108
+145
1205
$94K ﹤0.01%
135
+9
1206
$94K ﹤0.01%
433
-159
1207
$93.2K ﹤0.01%
3,945
-34
1208
$91.8K ﹤0.01%
18,000
1209
$90K ﹤0.01%
2,502
+183
1210
$87.3K ﹤0.01%
2,940
-1,041
1211
$87.2K ﹤0.01%
6,990
+8
1212
$86.5K ﹤0.01%
217
-494
1213
$86.4K ﹤0.01%
1,627
+221
1214
$85.6K ﹤0.01%
4,869
+159
1215
$82.7K ﹤0.01%
690
+3
1216
$82.1K ﹤0.01%
962
-383
1217
$80.3K ﹤0.01%
2,918
-1,020
1218
$77.6K ﹤0.01%
4,204
-534
1219
$77.5K ﹤0.01%
1,164
+52
1220
$76.3K ﹤0.01%
843
+18
1221
$76.2K ﹤0.01%
1,825
-583
1222
$75.8K ﹤0.01%
22,500
+4,000
1223
$74.9K ﹤0.01%
2,079
+399
1224
$73.9K ﹤0.01%
570
+117
1225
$73.8K ﹤0.01%
2,192
-86