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
1276
$128K ﹤0.01%
5,676
+810
1277
$127K ﹤0.01%
3,179
-29
1278
$125K ﹤0.01%
1,226
-8
1279
$125K ﹤0.01%
+6,819
1280
$124K ﹤0.01%
681
+71
1281
$124K ﹤0.01%
1,843
-68
1282
$123K ﹤0.01%
1,053
+317
1283
$122K ﹤0.01%
574
-142
1284
$120K ﹤0.01%
1,509
+298
1285
$120K ﹤0.01%
5,004
-117
1286
$119K ﹤0.01%
6,762
-191
1287
$115K ﹤0.01%
1,926
-9
1288
$115K ﹤0.01%
3,313
+951
1289
$115K ﹤0.01%
945
-2
1290
$110K ﹤0.01%
1,061
+412
1291
$110K ﹤0.01%
1,789
+686
1292
$110K ﹤0.01%
1,013
+381
1293
$110K ﹤0.01%
5,422
-1,634
1294
$109K ﹤0.01%
817
+234
1295
$108K ﹤0.01%
2,170
-286
1296
$108K ﹤0.01%
6,218
-2,055
1297
$108K ﹤0.01%
2,361
-75
1298
$108K ﹤0.01%
2,209
+5
1299
$105K ﹤0.01%
+370
1300
$103K ﹤0.01%
7,682
+1,612
50 51
52
53 54