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
351
$365K 0.01%
1,496
+38
352
$359K 0.01%
4,315
-493
353
$355K 0.01%
2,123
-138
354
$353K 0.01%
10,554
+205
355
$352K 0.01%
5,835
-4,647
356
$352K 0.01%
2,475
+332
357
$345K 0.01%
7,032
+76
358
$344K 0.01%
775
-66
359
$343K 0.01%
9,013
360
$342K 0.01%
5,731
-7
361
$339K 0.01%
6,583
+11
362
$330K 0.01%
1,591
+41
363
$327K 0.01%
8,184
-298
364
$309K 0.01%
7,159
-350
365
$304K 0.01%
3,035
+33
366
$300K 0.01%
5,964
-1,056
367
$290K 0.01%
369
-10
368
$288K 0.01%
3,190
+5
369
$287K 0.01%
2,460
-34,725
370
$287K 0.01%
8,517
-73
371
$285K 0.01%
1,922
+4
372
$284K 0.01%
2,288
+240
373
$284K 0.01%
395
+14
374
$276K 0.01%
8,098
-915
375
$275K 0.01%
1,517
+325
13 14
15
16 17