ACM
Advisors Capital Management Portfolio holdings
AUM
$7.3B
1-Year Return
22.04%
This Quarter Return
+3.55%
1 Year Return
+22.04%
3 Year Return
+72.24%
5 Year Return
+133.1%
10 Year Return
+216.74%
AUM
$5.73B
AUM Growth
+$266M
(+4.9%)
Cap. Flow
+$150M
Cap. Flow
% of AUM
2.62%
Top 10 Holdings %
Top 10 Hldgs %
23.24%
Holding
494
New
30
Increased
276
Reduced
144
Closed
14
Top Buys
| 1 |
United Parcel Service
UPS
|
$38.6M |
| 2 |
NVIDIA
NVDA
|
$28.3M |
| 3 |
Brookfield Renewable
BEPC
|
$20.2M |
| 4 |
EPR Properties
EPR
|
$19.8M |
| 5 |
Coca-Cola
KO
|
$18.3M |
Top Sells
| 1 |
GXO Logistics
GXO
|
$24.4M |
| 2 |
Trane Technologies
TT
|
$24M |
| 3 |
Zoetis
ZTS
|
$22M |
| 4 |
Broadcom
AVGO
|
$20.6M |
| 5 |
ETRN
Equitrans Midstream Corporation Common Stock
ETRN
|
$13.7M |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 14.23% |
| 3 | Healthcare | 10.12% |
| 4 | Industrials | 8.66% |
| 5 | Consumer Discretionary | 6.26% |
