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
376
$274K 0.01%
1,673
-58
377
$269K 0.01%
535
-4
378
$259K 0.01%
+1,335
379
$258K 0.01%
1,487
-47
380
$258K 0.01%
6,477
381
$257K 0.01%
2,907
-423
382
$255K 0.01%
2,280
-197
383
$254K 0.01%
102
-5
384
$252K 0.01%
5,017
-4,596
385
$251K 0.01%
776
-121
386
$247K 0.01%
3,537
+302
387
$246K 0.01%
1,452
-147
388
$244K 0.01%
506
-15
389
$242K 0.01%
2,426
390
$238K 0.01%
3,769
+163
391
$238K 0.01%
2,027
-43
392
$238K 0.01%
2,825
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393
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1,432
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394
$237K 0.01%
5,033
+240
395
$237K 0.01%
1,044
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396
$230K 0.01%
1,154
-589
397
$229K 0.01%
1,698
+1
398
$228K 0.01%
+1,081
399
$227K 0.01%
3,952
-543
400
$227K 0.01%
3,450
-350
14 15
16
17 18