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
301
$549K 0.01%
7,742
-104
302
$547K 0.01%
5,492
-1,031
303
$540K 0.01%
3,629
+977
304
$536K 0.01%
2,861
-332
305
$534K 0.01%
2,743
+204
306
$527K 0.01%
20,016
-5,862
307
$526K 0.01%
1,098
+20
308
$523K 0.01%
6,129
+576
309
$519K 0.01%
11,790
+840
310
$517K 0.01%
2,526
-271
311
$512K 0.01%
6,313
+322
312
$511K 0.01%
7,273
-221
313
$502K 0.01%
1,100
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314
$499K 0.01%
11,295
-70
315
$495K 0.01%
5,883
-100
316
$494K 0.01%
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317
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3,211
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318
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5,428
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319
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4,971
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320
$483K 0.01%
4,277
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321
$481K 0.01%
5,373
-456
322
$477K 0.01%
1,805
+3
323
$475K 0.01%
4,381
+5
324
$471K 0.01%
11,573
+2,559
325
$469K 0.01%
9,525
+1,556
11 12
13
14 15