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
$3.28B
AUM Growth
-$373M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$25.2M
3
+$18.5M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$15.3M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$14.9M

Top Sells

1
+$33M
2
+$17.9M
3
+$10.9M
4
CMBS icon
iShares CMBS ETF
CMBS
+$10.5M
5
SWK icon
Stanley Black & Decker
SWK
+$8.46M

Sector Composition

1 Technology 19.53%
2 Financials 14.12%
3 Healthcare 13.35%
4 Consumer Discretionary 7.31%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$304K 0.01%
1,376
+93
352
$302K 0.01%
6,344
+10
353
$298K 0.01%
4,606
+827
354
$297K 0.01%
+3,235
355
$297K 0.01%
6,477
-15
356
$296K 0.01%
4,529
-852
357
$294K 0.01%
3,087
+438
358
$293K 0.01%
1,289
+37
359
$291K 0.01%
2,546
-119
360
$288K 0.01%
+18,288
361
$282K 0.01%
+11,094
362
$279K 0.01%
1,581
+20
363
$274K 0.01%
2,058
+148
364
$272K 0.01%
3,552
-389
365
$271K 0.01%
7,509
366
$267K 0.01%
6,402
-4,121
367
$267K 0.01%
+3,166
368
$266K 0.01%
5,300
-1,000
369
$266K 0.01%
6,673
370
$265K 0.01%
+1,876
371
$264K 0.01%
9,166
+1,823
372
$260K 0.01%
1,549
+332
373
$260K 0.01%
+12,566
374
$259K 0.01%
1,817
-1,869
375
$259K 0.01%
673
-16
13 14
15
16 17