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
1226
$212K ﹤0.01%
+1,357
1227
$212K ﹤0.01%
10,167
+4,462
1228
$209K ﹤0.01%
1,621
1229
$208K ﹤0.01%
2,357
-684
1230
$204K ﹤0.01%
2,644
+1,794
1231
$204K ﹤0.01%
2,610
-461
1232
$204K ﹤0.01%
4,144
-7,010
1233
$203K ﹤0.01%
5,600
+3,913
1234
$202K ﹤0.01%
5,004
+4,313
1235
$200K ﹤0.01%
1,888
-59
1236
$200K ﹤0.01%
4,706
-5,869
1237
$199K ﹤0.01%
3,577
-5,519
1238
$197K ﹤0.01%
12,554
-38
1239
$197K ﹤0.01%
9,031
-235
1240
$196K ﹤0.01%
1,622
+185
1241
$196K ﹤0.01%
3,095
+2,134
1242
$196K ﹤0.01%
18,205
+7,956
1243
$194K ﹤0.01%
2,142
-462
1244
$194K ﹤0.01%
1,870
-8
1245
$192K ﹤0.01%
1,462
+822
1246
$191K ﹤0.01%
16,885
-27,977
1247
$190K ﹤0.01%
6,076
+2,310
1248
$190K ﹤0.01%
354
+261
1249
$189K ﹤0.01%
286
+177
1250
$187K ﹤0.01%
1,001
-1,580
48 49
50
51 52