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
326
$468K 0.01%
9,381
+51
327
$447K 0.01%
20,841
+2,100
328
$442K 0.01%
1,768
-64
329
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3,240
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330
$436K 0.01%
6,086
+133
331
$433K 0.01%
2,248
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332
$433K 0.01%
13,791
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333
$427K 0.01%
4,232
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334
$420K 0.01%
2,475
-275
335
$415K 0.01%
10,153
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336
$408K 0.01%
937
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337
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2,330
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338
$403K 0.01%
4,564
-190
339
$398K 0.01%
7,055
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340
$397K 0.01%
1,220
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341
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343
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1,138
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344
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2,814
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345
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968
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346
$384K 0.01%
10,159
-152
347
$380K 0.01%
2,090
+275
348
$373K 0.01%
2,960
-190
349
$372K 0.01%
1,224
-38
350
$366K 0.01%
960
+59
12 13
14
15 16