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
$3.68B
AUM Growth
-$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$21.5M
3
+$19.1M
4
CVX icon
Chevron
CVX
+$14.1M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$12M

Top Sells

1
+$23.5M
2
+$23.5M
3
+$18.2M
4
NWL icon
Newell Brands
NWL
+$9.77M
5
VOD icon
Vodafone
VOD
+$9.64M

Sector Composition

1 Technology 18.01%
2 Financials 14.36%
3 Healthcare 13.26%
4 Industrials 8.51%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$353K 0.01%
2,421
+10
352
$352K 0.01%
2,652
353
$350K 0.01%
2,309
-465
354
$348K 0.01%
8,930
-53,501
355
$342K 0.01%
2,228
-48
356
$341K 0.01%
4,950
-5
357
$339K 0.01%
6,504
-73,826
358
$336K 0.01%
10,187
-213
359
$333K 0.01%
3,347
-480
360
$333K 0.01%
2,463
-106
361
$330K 0.01%
985
-196
362
$329K 0.01%
3,254
-123
363
$328K 0.01%
6,559
-964
364
$326K 0.01%
8,587
-917
365
$326K 0.01%
9,013
366
$325K 0.01%
3,800
367
$324K 0.01%
1,366
+9
368
$323K 0.01%
4,833
-1
369
$323K 0.01%
12,228
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370
$321K 0.01%
1,337
+5
371
$319K 0.01%
3,763
+6
372
$318K 0.01%
1,870
-28
373
$314K 0.01%
1,422
+434
374
$309K 0.01%
1,779
-10
375
$309K 0.01%
6,477
-10
13 14
15
16 17