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
$5.41B
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,579
New
Increased
Reduced
Closed

Top Buys

1 +$7.36M
2 +$6.47M
3 +$5.96M
4
V icon
Visa
V
+$5.83M
5
AMZN icon
Amazon
AMZN
+$4.99M

Top Sells

1 +$5.48M
2 +$4.5M
3 +$4.34M
4
CAT icon
Caterpillar
CAT
+$4.21M
5
BBWI icon
Bath & Body Works
BBWI
+$4.07M

Sector Composition

1 Technology 17.57%
2 Consumer Discretionary 12.04%
3 Financials 11.96%
4 Communication Services 10.67%
5 Healthcare 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$24K ﹤0.01%
4,666
-21,226
1452
$23K ﹤0.01%
730
-1,489
1453
$22K ﹤0.01%
+635
1454
$22K ﹤0.01%
+522
1455
$22K ﹤0.01%
1,072
-11
1456
$22K ﹤0.01%
63
-2
1457
$22K ﹤0.01%
4,447
+1,554
1458
$21K ﹤0.01%
901
-10
1459
$21K ﹤0.01%
680
-24
1460
$21K ﹤0.01%
24
-45
1461
$19K ﹤0.01%
2,142
-2,718
1462
$19K ﹤0.01%
585
-461
1463
$19K ﹤0.01%
1,938
-297
1464
$18K ﹤0.01%
+639
1465
$17K ﹤0.01%
1,144
-27
1466
$17K ﹤0.01%
872
-254
1467
$16K ﹤0.01%
287
-36
1468
$16K ﹤0.01%
398
-234
1469
$16K ﹤0.01%
300
+149
1470
$15K ﹤0.01%
+160
1471
$15K ﹤0.01%
138
-74
1472
$15K ﹤0.01%
+363
1473
$15K ﹤0.01%
+1,018
1474
$14K ﹤0.01%
1,230
-4,636
1475
$14K ﹤0.01%
176
-7