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
$3.94B
AUM Growth
-$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$60.7M
2
+$23M
3
+$17.7M
4
KVUE icon
Kenvue
KVUE
+$14.4M
5
ULTA icon
Ulta Beauty
ULTA
+$10.4M

Top Sells

1
+$154M
2
+$45M
3
+$37.3M
4
TD icon
Toronto Dominion Bank
TD
+$34.2M
5
TGT icon
Target
TGT
+$32.2M

Sector Composition

1 Technology 17.84%
2 Financials 14.78%
3 Healthcare 12.68%
4 Industrials 9.41%
5 Energy 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$512K 0.01%
2,896
+35
302
$510K 0.01%
12,217
+2,064
303
$501K 0.01%
1,098
304
$492K 0.01%
6,501
+595
305
$488K 0.01%
5,969
-160
306
$473K 0.01%
+8,738
307
$463K 0.01%
15,240
+1,449
308
$462K 0.01%
3,242
+31
309
$458K 0.01%
16,730
-3,286
310
$455K 0.01%
11,215
-80
311
$447K 0.01%
2,588
+498
312
$441K 0.01%
11,452
+1,293
313
$437K 0.01%
8,999
-382
314
$436K 0.01%
+18,000
315
$434K 0.01%
9,121
-404
316
$432K 0.01%
7,410
+378
317
$430K 0.01%
20,841
318
$430K 0.01%
1,867
+99
319
$425K 0.01%
3,223
-17
320
$419K 0.01%
4,232
321
$419K 0.01%
+3,253
322
$405K 0.01%
881
-56
323
$402K 0.01%
6,248
+413
324
$395K 0.01%
11,102
+548
325
$395K 0.01%
3,095
+620
11 12
13
14 15