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
1301
$102K ﹤0.01%
694
+225
1302
$101K ﹤0.01%
4,680
+17
1303
$100K ﹤0.01%
1,178
+349
1304
$100K ﹤0.01%
8,172
-11
1305
$99K ﹤0.01%
+1,927
1306
$99K ﹤0.01%
+9,467
1307
$96K ﹤0.01%
3,614
-1,569
1308
$96K ﹤0.01%
1,410
-1,114
1309
$95K ﹤0.01%
1,506
-1,753
1310
$95K ﹤0.01%
20,623
-30
1311
$95K ﹤0.01%
703
-934
1312
$94K ﹤0.01%
4,521
+3,470
1313
$94K ﹤0.01%
553
+116
1314
$94K ﹤0.01%
+3,510
1315
$94K ﹤0.01%
1,175
-1,033
1316
$94K ﹤0.01%
624
-4
1317
$93K ﹤0.01%
1,683
-222
1318
$93K ﹤0.01%
+1,759
1319
$93K ﹤0.01%
801
-464
1320
$93K ﹤0.01%
4,568
-26
1321
$89K ﹤0.01%
1,023
-229
1322
$88K ﹤0.01%
1,184
-97
1323
$88K ﹤0.01%
2,551
+8
1324
$87K ﹤0.01%
1,371
-38
1325
$86K ﹤0.01%
+3,930
51 52
53
54 55