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
$4.19B
AUM Growth
+$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$14.2M
3
+$13.3M
4
PFE icon
Pfizer
PFE
+$8.77M
5
CVS icon
CVS Health
CVS
+$8.54M

Top Sells

1
+$16.5M
2
+$15.5M
3
+$11.3M
4
AAP icon
Advance Auto Parts
AAP
+$8.41M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$6.73M

Sector Composition

1 Technology 21.02%
2 Financials 14.71%
3 Healthcare 12.97%
4 Industrials 9.43%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$710K 0.02%
8,313
-80
277
$706K 0.02%
23,508
+3,680
278
$688K 0.02%
7,879
+778
279
$687K 0.02%
9,243
+342
280
$682K 0.02%
50,639
+181
281
$662K 0.02%
3,137
+386
282
$640K 0.02%
1,555
283
$640K 0.02%
194,978
-14,044
284
$633K 0.02%
17,892
+175
285
$628K 0.02%
10,025
-710
286
$627K 0.02%
3,192
-605
287
$619K 0.01%
10,473
-1,186
288
$615K 0.01%
1,343
-6
289
$610K 0.01%
11,957
+4,720
290
$607K 0.01%
4,253
+342
291
$599K 0.01%
2,726
+12
292
$594K 0.01%
3,005
+37
293
$590K 0.01%
3,401
-81
294
$588K 0.01%
746
+24
295
$587K 0.01%
8,031
-584
296
$586K 0.01%
28,904
+224
297
$577K 0.01%
2,998
+1,536
298
$575K 0.01%
7,110
+140
299
$574K 0.01%
2,585
-147
300
$572K 0.01%
5,522
+50
10 11
12
13 14