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
$6.58B
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,514
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$9.58M
3 +$9.33M
4
TGT icon
Target
TGT
+$8.92M
5
GLO
Clough Global Opportunities Fund
GLO
+$8.59M

Top Sells

1 +$26.9M
2 +$18.5M
3 +$12.6M
4
META icon
Meta Platforms (Facebook)
META
+$10.4M
5
TSLA icon
Tesla
TSLA
+$8.17M

Sector Composition

1 Technology 17.64%
2 Financials 13.44%
3 Communication Services 11.3%
4 Consumer Discretionary 10.12%
5 Healthcare 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$35K ﹤0.01%
2,818
-9,491
1427
$35K ﹤0.01%
+4,473
1428
$34K ﹤0.01%
311
-490
1429
$33K ﹤0.01%
234
-319
1430
$33K ﹤0.01%
+4,330
1431
$32K ﹤0.01%
346
-395
1432
$32K ﹤0.01%
464
-2
1433
$32K ﹤0.01%
+6,419
1434
$31K ﹤0.01%
4,240
+1,920
1435
$30K ﹤0.01%
+2,949
1436
$29K ﹤0.01%
891
-3,489
1437
$28K ﹤0.01%
+7,735
1438
$27K ﹤0.01%
754
-3,574
1439
$27K ﹤0.01%
466
+72
1440
$27K ﹤0.01%
372
-2,124
1441
$27K ﹤0.01%
+1,157
1442
$26K ﹤0.01%
292
+46
1443
$26K ﹤0.01%
419
1444
$26K ﹤0.01%
607
-19
1445
$25K ﹤0.01%
529
-3
1446
$24K ﹤0.01%
+1,072
1447
$24K ﹤0.01%
+521
1448
$24K ﹤0.01%
345
-1,161
1449
$23K ﹤0.01%
+906
1450
$23K ﹤0.01%
4,853
-960