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
251
$1.02M 0.03%
11,885
-735
252
$1M 0.03%
+46,085
253
$993K 0.03%
11,859
+7,622
254
$989K 0.03%
5,011
255
$986K 0.03%
11,982
+252
256
$851K 0.02%
8,738
+165
257
$812K 0.02%
5,600
258
$807K 0.02%
23,586
-3,227
259
$792K 0.02%
+13,453
260
$781K 0.02%
215,673
261
$767K 0.02%
24,000
262
$766K 0.02%
96,079
-1,095
263
$757K 0.02%
3,949
-79
264
$755K 0.02%
19,417
+853
265
$735K 0.02%
31,211
+4,316
266
$734K 0.02%
11,978
-126
267
$724K 0.02%
11,016
+37
268
$705K 0.02%
9,776
-1,108
269
$700K 0.02%
237,151
+7,346
270
$696K 0.02%
15,163
-178
271
$683K 0.02%
3,923
+224
272
$679K 0.02%
5,510
-536
273
$674K 0.02%
4,560
-123
274
$666K 0.02%
9,998
+635
275
$657K 0.02%
3,769
-10
9 10
11
12 13