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
$6.78B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,542
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$10.6M
3
+$7.49M
4
XYZ
Block Inc
XYZ
+$6.31M
5
WMT icon
Walmart
WMT
+$5.02M

Top Sells

1
+$21M
2
+$20M
3
+$14.6M
4
RTX icon
RTX Corp
RTX
+$13.8M
5
AMZN icon
Amazon
AMZN
+$13.3M

Sector Composition

1 Technology 17.29%
2 Financials 13.3%
3 Communication Services 11.27%
4 Consumer Discretionary 10.68%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$147K ﹤0.01%
5,813
+801
1252
$147K ﹤0.01%
2,010
+989
1253
$146K ﹤0.01%
824
+588
1254
$146K ﹤0.01%
5,884
-5,005
1255
$145K ﹤0.01%
+2,742
1256
$144K ﹤0.01%
1,482
+69
1257
$143K ﹤0.01%
3,764
+2,737
1258
$142K ﹤0.01%
1,374
-787
1259
$142K ﹤0.01%
3,169
+2,124
1260
$141K ﹤0.01%
6,056
+2,940
1261
$140K ﹤0.01%
+4,443
1262
$138K ﹤0.01%
903
-2
1263
$137K ﹤0.01%
3,012
-2,714
1264
$136K ﹤0.01%
39,614
+8,183
1265
$135K ﹤0.01%
+3,218
1266
$135K ﹤0.01%
+2,618
1267
$134K ﹤0.01%
1,191
-7
1268
$134K ﹤0.01%
690
-2,118
1269
$133K ﹤0.01%
2,201
-655
1270
$133K ﹤0.01%
1,714
-66
1271
$131K ﹤0.01%
7,925
-2,521
1272
$130K ﹤0.01%
12,309
-125
1273
$130K ﹤0.01%
2,225
-6,740
1274
$130K ﹤0.01%
4,794
-2,675
1275
$129K ﹤0.01%
1,402
-1,819
49 50
51
52 53