AAM

Advisors Asset Management Portfolio holdings

AUM $5.89B
1-Year Est. Return 18.5%
This Fund
S&P 500
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 17.48%
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
1476
-900
1477
-690
1478
-143,324
1479
-1,683
1480
-260,116
1481
-2,208
1482
-5,484
1483
-5,873
1484
-2,054
1485
-1,397
1486
-6,762
1487
-2,909
1488
-33,103
1489
-391
1490
-1,387
1491
-185
1492
-366
1493
-1,128
1494
-31,949
1495
-208
1496
-1,229
1497
-1,386
1498
-57,424
1499
-608
1500
-703