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
1426
$60K ﹤0.01%
2,954
+1,882
1427
$58K ﹤0.01%
1,221
-28
1428
$56K ﹤0.01%
604
+56
1429
$54K ﹤0.01%
2,135
-18
1430
$54K ﹤0.01%
420
-356
1431
$53K ﹤0.01%
1,365
+316
1432
$53K ﹤0.01%
886
-8
1433
$52K ﹤0.01%
546
+264
1434
$51K ﹤0.01%
+1,849
1435
$51K ﹤0.01%
+1,262
1436
$48K ﹤0.01%
+1,588
1437
$48K ﹤0.01%
+2,257
1438
$46K ﹤0.01%
1,867
+961
1439
$46K ﹤0.01%
643
1440
$46K ﹤0.01%
609
+304
1441
$45K ﹤0.01%
4,405
-1,459
1442
$44K ﹤0.01%
1,371
-10
1443
$42K ﹤0.01%
3,144
-20
1444
$41K ﹤0.01%
1,940
-253
1445
$41K ﹤0.01%
1,137
-12
1446
$41K ﹤0.01%
424
-2
1447
$40K ﹤0.01%
+21,155
1448
$40K ﹤0.01%
233
-1
1449
$39K ﹤0.01%
2,233
-37
1450
$38K ﹤0.01%
716
-795
56 57
58
59 60