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
$5.41B
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,579
New
Increased
Reduced
Closed

Top Buys

1 +$7.36M
2 +$6.47M
3 +$5.96M
4
V icon
Visa
V
+$5.83M
5
AMZN icon
Amazon
AMZN
+$4.99M

Top Sells

1 +$5.48M
2 +$4.5M
3 +$4.34M
4
CAT icon
Caterpillar
CAT
+$4.21M
5
BBWI icon
Bath & Body Works
BBWI
+$4.07M

Sector Composition

1 Technology 17.57%
2 Consumer Discretionary 12.04%
3 Financials 11.96%
4 Communication Services 10.67%
5 Healthcare 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
-3,861
1552
-21,335
1553
-2,583
1554
-1,204
1555
-628
1556
-41,896
1557
-5,829
1558
-894
1559
-436
1560
$0 ﹤0.01%
17
-200
1561
-1,643
1562
-1,429
1563
-2,252
1564
-1,773
1565
-2,462
1566
-6,703
1567
-58
1568
-894
1569
-12,464
1570
-9,053
1571
-2,358
1572
-63,457
1573
-735
1574
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1575
-1,492