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
$6.78B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,542
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$10.6M
3
+$7.49M
4
XYZ
Block Inc
XYZ
+$6.31M
5
WMT icon
Walmart
WMT
+$5.02M

Top Sells

1
+$21M
2
+$20M
3
+$14.6M
4
RTX icon
RTX Corp
RTX
+$13.8M
5
AMZN icon
Amazon
AMZN
+$13.3M

Sector Composition

1 Technology 17.29%
2 Financials 13.3%
3 Communication Services 11.27%
4 Consumer Discretionary 10.68%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.73M 0.11%
58,560
+2,896
177
$7.72M 0.11%
99,136
+23,863
178
$7.71M 0.11%
297,440
+31,852
179
$7.65M 0.11%
697,176
+19,263
180
$7.64M 0.11%
26,419
-1,919
181
$7.59M 0.11%
23,787
+2,532
182
$7.51M 0.11%
520,545
+37,756
183
$7.48M 0.11%
13,604
-3,213
184
$7.37M 0.11%
159,339
-983
185
$7.33M 0.11%
38,943
-965
186
$7.27M 0.11%
314,930
+15,482
187
$7.25M 0.11%
48,927
+1,418
188
$7.24M 0.11%
19,568
+4,595
189
$7.23M 0.11%
75,219
+13,134
190
$7.19M 0.11%
78,461
+9,304
191
$7.19M 0.11%
710,042
+10,758
192
$7.1M 0.1%
96,514
-31,346
193
$7.09M 0.1%
119,205
-12,683
194
$7.09M 0.1%
444,863
-44,279
195
$7.08M 0.1%
15,390
+2,955
196
$7.01M 0.1%
232,154
+35,694
197
$6.98M 0.1%
36,398
-8,280
198
$6.94M 0.1%
76,055
-28,175
199
$6.92M 0.1%
113,668
+32,671
200
$6.83M 0.1%
28,023
+3,129
6 7
8
9 10