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
$5.7B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,639
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$7.55M
3 +$5.68M
4
META icon
Meta Platforms (Facebook)
META
+$4.24M
5
PYPL icon
PayPal
PYPL
+$3.7M

Top Sells

1 +$12.5M
2 +$10.4M
3 +$9.51M
4
ZF
Virtus Total Return Fund Inc.
ZF
+$7.51M
5
XRX icon
Xerox
XRX
+$5.63M

Sector Composition

1 Technology 14.19%
2 Financials 11.65%
3 Healthcare 9.69%
4 Communication Services 8.77%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$1K ﹤0.01%
77
-3
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-6,878
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1555
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-764,954
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1559
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1560
0
1561
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1562
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1569
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1571
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1573
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1574
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1575
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