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
1326
$133K ﹤0.01%
1,614
-2,647
1327
$132K ﹤0.01%
12,714
+9,765
1328
$131K ﹤0.01%
951
+700
1329
$131K ﹤0.01%
868
+26
1330
$130K ﹤0.01%
46,496
-881
1331
$130K ﹤0.01%
1,579
-544
1332
$130K ﹤0.01%
2,668
+1,869
1333
$129K ﹤0.01%
+2,839
1334
$129K ﹤0.01%
12,044
-20,400
1335
$129K ﹤0.01%
8,993
-23,717
1336
$127K ﹤0.01%
1,977
+824
1337
$127K ﹤0.01%
2,318
+1,591
1338
$126K ﹤0.01%
799
+609
1339
$125K ﹤0.01%
1,633
+1,219
1340
$125K ﹤0.01%
4,331
-3,108
1341
$124K ﹤0.01%
1,003
-203
1342
$124K ﹤0.01%
1,004
+699
1343
$124K ﹤0.01%
5,670
-15
1344
$124K ﹤0.01%
2,738
-620
1345
$123K ﹤0.01%
7,676
-17,862
1346
$123K ﹤0.01%
2,145
-394
1347
$122K ﹤0.01%
2,655
+1,796
1348
$119K ﹤0.01%
1,277
+123
1349
$118K ﹤0.01%
1,749
-105
1350
$117K ﹤0.01%
969
-31
52 53
54
55 56