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
1401
$73K ﹤0.01%
834
-610
1402
$73K ﹤0.01%
785
-107
1403
$72K ﹤0.01%
+2,043
1404
$71K ﹤0.01%
523
-325
1405
$71K ﹤0.01%
3,765
-71
1406
$71K ﹤0.01%
533
-710
1407
$70K ﹤0.01%
+3,173
1408
$70K ﹤0.01%
783
+73
1409
$70K ﹤0.01%
2,397
-22
1410
$69K ﹤0.01%
685
-507
1411
$69K ﹤0.01%
451
-622
1412
$69K ﹤0.01%
+8,228
1413
$68K ﹤0.01%
1,694
+504
1414
$66K ﹤0.01%
4,133
+392
1415
$64K ﹤0.01%
+582
1416
$64K ﹤0.01%
+7,075
1417
$63K ﹤0.01%
1,740
-84
1418
$63K ﹤0.01%
+4,072
1419
$63K ﹤0.01%
759
1420
$62K ﹤0.01%
+1,679
1421
$62K ﹤0.01%
+3,655
1422
$61K ﹤0.01%
658
-254
1423
$60K ﹤0.01%
200
1424
$60K ﹤0.01%
703
-32
1425
$60K ﹤0.01%
544
-672
55 56
57
58 59