AAM
Advisors Asset Management Portfolio holdings
AUM
$5.59B
1-Year Return
19.2%
This Quarter Return
+10.5%
1 Year Return
+19.2%
3 Year Return
+63.25%
5 Year Return
+116.36%
10 Year Return
+228.02%
AUM
$4.85B
AUM Growth
+$97.5M
(+2.1%)
Cap. Flow
-$302M
Cap. Flow
% of AUM
-6.23%
Top 10 Holdings %
Top 10 Hldgs %
14.39%
Holding
1,533
New
73
Increased
596
Reduced
808
Closed
53
Top Buys
| 1 |
Intel
INTC
|
$5.08M |
| 2 |
3M
MMM
|
$4.5M |
| 3 |
WBA
Walgreens Boots Alliance
WBA
|
$3.04M |
| 4 |
NorthWestern Energy
NWE
|
$2.6M |
| 5 |
Buckle
BKE
|
$2.58M |
Top Sells
| 1 |
Microsoft
MSFT
|
$22.5M |
| 2 |
Apple
AAPL
|
$20.7M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$17M |
| 4 |
Amazon
AMZN
|
$12.7M |
| 5 |
Visa
V
|
$12.1M |
Sector Composition
| 1 | Technology | 14.99% |
| 2 | Financials | 12.43% |
| 3 | Healthcare | 11.48% |
| 4 | Industrials | 9.23% |
| 5 | Consumer Discretionary | 8.75% |
