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
1376
$30K ﹤0.01%
318
-772
1377
$28K ﹤0.01%
442
-734
1378
$28K ﹤0.01%
419
-4
1379
$28K ﹤0.01%
219
-4,486
1380
$28K ﹤0.01%
3,605
-2,524
1381
$27K ﹤0.01%
607
-486
1382
$27K ﹤0.01%
+622
1383
$25K ﹤0.01%
532
+127
1384
$24K ﹤0.01%
+394
1385
$23K ﹤0.01%
+543
1386
$22K ﹤0.01%
+246
1387
$21K ﹤0.01%
121
1388
$21K ﹤0.01%
1,387
-4,776
1389
$19K ﹤0.01%
275
-19
1390
$16K ﹤0.01%
180
1391
$14K ﹤0.01%
+291
1392
$14K ﹤0.01%
+594
1393
$14K ﹤0.01%
608
-741
1394
$12K ﹤0.01%
+758
1395
$10K ﹤0.01%
311
-1,399
1396
$6K ﹤0.01%
250
1397
$6K ﹤0.01%
+201
1398
$6K ﹤0.01%
359
1399
$6K ﹤0.01%
+366
1400
$6K ﹤0.01%
366
-683
54 55
56
57 58