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
1326
$85K ﹤0.01%
2,421
-9
1327
$85K ﹤0.01%
1,116
-40
1328
$84K ﹤0.01%
539
-5
1329
$82K ﹤0.01%
419
+196
1330
$77K ﹤0.01%
1,035
+365
1331
$75K ﹤0.01%
1,568
+791
1332
$74K ﹤0.01%
2,020
+686
1333
$74K ﹤0.01%
3,832
-23
1334
$71K ﹤0.01%
2,422
-84
1335
$70K ﹤0.01%
892
-111
1336
$69K ﹤0.01%
1,472
+687
1337
$66K ﹤0.01%
+7,726
1338
$66K ﹤0.01%
328
+42
1339
$65K ﹤0.01%
1,191
+480
1340
$64K ﹤0.01%
741
-402
1341
$63K ﹤0.01%
391
-4,291
1342
$62K ﹤0.01%
3,606
-2,525
1343
$61K ﹤0.01%
2,672
-7,216
1344
$60K ﹤0.01%
208
-3
1345
$59K ﹤0.01%
628
-17
1346
$57K ﹤0.01%
1,558
-1,784
1347
$57K ﹤0.01%
3,721
-5
1348
$54K ﹤0.01%
1,844
-2,861
1349
$54K ﹤0.01%
1,155
-483
1350
$50K ﹤0.01%
2,256
-3,270
52 53
54
55 56