ACM

Advisors Capital Management Portfolio holdings

AUM $8.08B
1-Year Est. Return 21.97%
This Quarter Est. Return
1 Year Est. Return
+21.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.68B
AUM Growth
-$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$21.5M
3
+$19.1M
4
CVX icon
Chevron
CVX
+$14.1M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$12M

Top Sells

1
+$23.5M
2
+$23.5M
3
+$18.2M
4
NWL icon
Newell Brands
NWL
+$9.77M
5
VOD icon
Vodafone
VOD
+$9.64M

Sector Composition

1 Technology 18.01%
2 Financials 14.36%
3 Healthcare 13.26%
4 Industrials 8.51%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.55M 0.04%
8,085
-515
227
$1.52M 0.04%
62,636
+75
228
$1.5M 0.04%
5,644
+55
229
$1.48M 0.04%
16,222
+1,334
230
$1.47M 0.04%
56,089
+5,441
231
$1.46M 0.04%
17,596
-631
232
$1.42M 0.04%
246,877
-13,122
233
$1.36M 0.04%
12,947
+192
234
$1.36M 0.04%
78,156
+2,393
235
$1.33M 0.04%
22,727
-1,633
236
$1.32M 0.04%
81,285
-47,218
237
$1.3M 0.04%
3,458
+877
238
$1.29M 0.04%
30,670
-1,250
239
$1.24M 0.03%
87,811
-5,083
240
$1.24M 0.03%
27,514
-69
241
$1.19M 0.03%
5,420
+45
242
$1.17M 0.03%
5,671
+48
243
$1.15M 0.03%
13,503
+6,316
244
$1.14M 0.03%
+32,619
245
$1.11M 0.03%
17,395
+1,378
246
$1.09M 0.03%
14,828
+48
247
$1.08M 0.03%
17,486
-1,143
248
$1.07M 0.03%
12,827
-538
249
$1.02M 0.03%
5,607
-193
250
$1.02M 0.03%
5,135
+291
8 9
10
11 12