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
$5.47B
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$22.3M
3
+$21.4M
4
KNTK icon
Kinetik
KNTK
+$18.1M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$17.9M

Top Sells

1
+$55.2M
2
+$40M
3
+$24.3M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$21.4M
5
DHR icon
Danaher
DHR
+$18.4M

Sector Composition

1 Technology 22.73%
2 Financials 15.12%
3 Healthcare 11.32%
4 Industrials 9.43%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$894K 0.02%
5,099
-992
302
$887K 0.02%
19,080
303
$885K 0.02%
+10,128
304
$877K 0.02%
28,554
+928
305
$845K 0.02%
3,964
+427
306
$826K 0.02%
4,822
307
$795K 0.01%
50,719
308
$785K 0.01%
3,030
+63
309
$774K 0.01%
11,585
-373
310
$771K 0.01%
18,838
-2,141
311
$769K 0.01%
3,984
+367
312
$766K 0.01%
1,476
+1
313
$764K 0.01%
3,340
-2,768
314
$763K 0.01%
17,282
+6,185
315
$739K 0.01%
726
-22
316
$736K 0.01%
3,498
+946
317
$726K 0.01%
2,905
-129
318
$723K 0.01%
5,681
-11
319
$683K 0.01%
2,947
+27
320
$676K 0.01%
3,530
-195
321
$671K 0.01%
1,402
-287
322
$669K 0.01%
3,252
+1,376
323
$664K 0.01%
15,096
+7,358
324
$664K 0.01%
5,038
-189
325
$658K 0.01%
6,966
-592
11 12
13
14 15