ACM

Advisors Capital Management Portfolio holdings

AUM $8.5B
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.3B
AUM Growth
+$835M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$68.6M
2
+$28.2M
3
+$21M
4
C icon
Citigroup
C
+$20.1M
5
META icon
Meta Platforms (Facebook)
META
+$18.7M

Top Sells

1
+$42.7M
2
+$33.2M
3
+$29.9M
4
ARCC icon
Ares Capital
ARCC
+$13.3M
5
ADBE icon
Adobe
ADBE
+$11.9M

Sector Composition

1 Technology 23.91%
2 Financials 14.01%
3 Healthcare 8.97%
4 Industrials 7.65%
5 Consumer Discretionary 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$569K 0.01%
83,176
-15,518
352
$565K 0.01%
3,759
+501
353
$565K 0.01%
997
-100
354
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97
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355
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2,457
-226
356
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1,472
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357
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7,934
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358
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7,431
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359
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9,200
360
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6,742
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361
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5,480
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362
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363
$535K 0.01%
7,439
364
$531K 0.01%
5,097
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365
$527K 0.01%
7,351
-6
366
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367
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17,803
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368
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369
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1,331
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370
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18,741
371
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1,756
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372
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1,545
-134
373
$510K 0.01%
6,860
-4
374
$508K 0.01%
5,287
+1
375
$505K 0.01%
2,313
-55
13 14
15
16 17