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
1351
$50K ﹤0.01%
1,128
-74
1352
$49K ﹤0.01%
888
-360
1353
$48K ﹤0.01%
906
-1,382
1354
$47K ﹤0.01%
900
-1,493
1355
$47K ﹤0.01%
887
+472
1356
$47K ﹤0.01%
935
-1,475
1357
$46K ﹤0.01%
1,386
-100
1358
$45K ﹤0.01%
698
+371
1359
$43K ﹤0.01%
+387
1360
$43K ﹤0.01%
5,788
+3,079
1361
$41K ﹤0.01%
+457
1362
$40K ﹤0.01%
2,707
-10,393
1363
$39K ﹤0.01%
1,893
-1,152
1364
$38K ﹤0.01%
+690
1365
$37K ﹤0.01%
+700
1366
$36K ﹤0.01%
466
+112
1367
$36K ﹤0.01%
2,320
+1,234
1368
$35K ﹤0.01%
+236
1369
$34K ﹤0.01%
+2,473
1370
$34K ﹤0.01%
636
-2,657
1371
$34K ﹤0.01%
+1,080
1372
$32K ﹤0.01%
+258
1373
$31K ﹤0.01%
+340
1374
$30K ﹤0.01%
626
-2,799
1375
$30K ﹤0.01%
+661
53 54
55
56 57