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
1276
$168K ﹤0.01%
+2,754
1277
$168K ﹤0.01%
+4,745
1278
$167K ﹤0.01%
5,142
+247
1279
$167K ﹤0.01%
1,416
+966
1280
$167K ﹤0.01%
983
-4
1281
$167K ﹤0.01%
1,550
+928
1282
$166K ﹤0.01%
48,705
+10,561
1283
$166K ﹤0.01%
14,895
+10,970
1284
$164K ﹤0.01%
1,827
-1,602
1285
$163K ﹤0.01%
2,433
+358
1286
$163K ﹤0.01%
3,743
+239
1287
$163K ﹤0.01%
3,692
+1,720
1288
$161K ﹤0.01%
3,724
+2,658
1289
$161K ﹤0.01%
10,573
+3,970
1290
$160K ﹤0.01%
4,204
+2,777
1291
$157K ﹤0.01%
983
+113
1292
$157K ﹤0.01%
+422
1293
$156K ﹤0.01%
+1,702
1294
$156K ﹤0.01%
+3,314
1295
$155K ﹤0.01%
5,260
-970
1296
$154K ﹤0.01%
3,008
-897
1297
$153K ﹤0.01%
+8,188
1298
$153K ﹤0.01%
4,682
-45
1299
$152K ﹤0.01%
+9,642
1300
$151K ﹤0.01%
1,014
+629
50 51
52
53 54