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
1451
$23K ﹤0.01%
+282
1452
$22K ﹤0.01%
+305
1453
$22K ﹤0.01%
+298
1454
$21K ﹤0.01%
113
-8
1455
$19K ﹤0.01%
+305
1456
$16K ﹤0.01%
+353
1457
$15K ﹤0.01%
168
-12
1458
$13K ﹤0.01%
293
-314
1459
$13K ﹤0.01%
452
+251
1460
$13K ﹤0.01%
823
+457
1461
$10K ﹤0.01%
2,075
-1,530
1462
$8K ﹤0.01%
302
-9
1463
$2K ﹤0.01%
+67
1464
– –
-2,170
1465
– –
-7,486
1466
– –
-16,169
1467
– –
-442
1468
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-1,893
1469
– –
-2,256
1470
– –
-105,020
1471
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-4,658
1472
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-1,371
1473
– –
-359
1474
– –
-45,533
1475
– –
-2,054
57 58
59
60 61