ACM

Advisors Capital Management Portfolio holdings

AUM $8.5B
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.3B
AUM Growth
+$835M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$68.6M
2
+$28.2M
3
+$21M
4
C icon
Citigroup
C
+$20.1M
5
META icon
Meta Platforms (Facebook)
META
+$18.7M

Top Sells

1
+$42.7M
2
+$33.2M
3
+$29.9M
4
ARCC icon
Ares Capital
ARCC
+$13.3M
5
ADBE icon
Adobe
ADBE
+$11.9M

Sector Composition

1 Technology 23.91%
2 Financials 14.01%
3 Healthcare 8.97%
4 Industrials 7.65%
5 Consumer Discretionary 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.56M 0.05%
28,000
+55
227
$3.55M 0.05%
9,800
+223
228
$3.49M 0.05%
33,043
+2,902
229
$3.42M 0.05%
25,638
-8,455
230
$3.37M 0.05%
30,440
-5,755
231
$3.35M 0.05%
19,585
-420
232
$3.26M 0.04%
15,914
+1,562
233
$3.25M 0.04%
78,886
-2,539
234
$3.2M 0.04%
254,689
+40,003
235
$3.17M 0.04%
275,063
+36,196
236
$3.16M 0.04%
64,867
-65,381
237
$3.15M 0.04%
19,509
+1,431
238
$3.09M 0.04%
12,457
+135
239
$3.08M 0.04%
118,598
+7,846
240
$3.07M 0.04%
23,674
-109
241
$2.92M 0.04%
4
242
$2.89M 0.04%
10,567
+139
243
$2.75M 0.04%
22,656
+5,338
244
$2.7M 0.04%
21,798
-411,050
245
$2.69M 0.04%
26,625
-337,360
246
$2.5M 0.03%
8,913
-13
247
$2.48M 0.03%
11,861
+1,291
248
$2.4M 0.03%
34,563
+1,452
249
$2.39M 0.03%
6,171
-30,768
250
$2.25M 0.03%
10,588
+8,905
8 9
10
11 12