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
$3.28B
AUM Growth
-$373M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$25.2M
3
+$18.5M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$15.3M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$14.9M

Top Sells

1
+$33M
2
+$17.9M
3
+$10.9M
4
CMBS icon
iShares CMBS ETF
CMBS
+$10.5M
5
SWK icon
Stanley Black & Decker
SWK
+$8.46M

Sector Composition

1 Technology 19.53%
2 Financials 14.12%
3 Healthcare 13.35%
4 Consumer Discretionary 7.31%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$614K 0.02%
2,492
+62
277
$610K 0.02%
9,865
-1,350
278
$608K 0.02%
3,862
-22
279
$602K 0.02%
25,821
+14,710
280
$593K 0.02%
1,248
-55
281
$582K 0.02%
1,550
-6
282
$580K 0.02%
3,916
+81
283
$579K 0.02%
3,169
+142
284
$566K 0.02%
6,207
-1,366
285
$562K 0.02%
3,317
-614
286
$557K 0.02%
5,802
-83
287
$554K 0.02%
25,217
+7,587
288
$527K 0.02%
2,164
-70
289
$520K 0.02%
3,400
-100
290
$516K 0.02%
10,320
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291
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5,191
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292
$509K 0.02%
1,055
-18
293
$509K 0.02%
1,509
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294
$506K 0.02%
4,447
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295
$505K 0.02%
7,976
-35
296
$472K 0.01%
4,691
+18
297
$471K 0.01%
6,611
-1,498
298
$470K 0.01%
20,640
+1,056
299
$468K 0.01%
9,299
+3
300
$462K 0.01%
9,154
+1,715
10 11
12
13 14