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
1451
$38K ﹤0.01%
477
1452
$37K ﹤0.01%
311
1453
$37K ﹤0.01%
303
-96
1454
$35K ﹤0.01%
794
+441
1455
$35K ﹤0.01%
3,118
-1,447
1456
$34K ﹤0.01%
410
-9
1457
$34K ﹤0.01%
4,691
-1,040
1458
$34K ﹤0.01%
547
+126
1459
$33K ﹤0.01%
4,859
+619
1460
$31K ﹤0.01%
2,044
-110,751
1461
$31K ﹤0.01%
461
-3
1462
$31K ﹤0.01%
4,788
+458
1463
$30K ﹤0.01%
279
-13
1464
$30K ﹤0.01%
800
+279
1465
$27K ﹤0.01%
378
-261
1466
$27K ﹤0.01%
446
-20
1467
$27K ﹤0.01%
372
1468
$27K ﹤0.01%
362
+64
1469
$26K ﹤0.01%
6,846
-1,313
1470
$26K ﹤0.01%
7,093
+674
1471
$25K ﹤0.01%
370
+65
1472
$25K ﹤0.01%
526
-3
1473
$22K ﹤0.01%
230
-173
1474
$21K ﹤0.01%
2,839
+276
1475
$21K ﹤0.01%
620
-461
57 58
59
60 61