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
1251
$187K ﹤0.01%
5,230
-12,024
1252
$186K ﹤0.01%
4,217
-79
1253
$185K ﹤0.01%
757
-622
1254
$183K ﹤0.01%
36,636
-14,277
1255
$181K ﹤0.01%
18,905
+5,227
1256
$180K ﹤0.01%
6,826
+5,116
1257
$179K ﹤0.01%
+23,037
1258
$179K ﹤0.01%
2,309
+1,681
1259
$178K ﹤0.01%
29,157
-7,189
1260
$177K ﹤0.01%
30,127
+17,270
1261
$176K ﹤0.01%
1,267
+882
1262
$176K ﹤0.01%
+3,826
1263
$176K ﹤0.01%
2,745
-2,071
1264
$176K ﹤0.01%
6,612
+2,457
1265
$174K ﹤0.01%
2,170
-2
1266
$172K ﹤0.01%
3,712
+1,616
1267
$172K ﹤0.01%
31,496
+4,617
1268
$172K ﹤0.01%
+1,033
1269
$170K ﹤0.01%
4,472
-5,592
1270
$169K ﹤0.01%
680
+442
1271
$169K ﹤0.01%
11,910
-2,532
1272
$169K ﹤0.01%
+4,439
1273
$169K ﹤0.01%
+15,077
1274
$169K ﹤0.01%
3,493
+2,553
1275
$168K ﹤0.01%
7,356
+608
49 50
51
52 53