ACM
Advisors Capital Management Portfolio holdings
AUM
$7.3B
1-Year Return
22.04%
This Quarter Return
+9.51%
1 Year Return
+22.04%
3 Year Return
+72.24%
5 Year Return
+133.1%
10 Year Return
+216.74%
AUM
$3.69B
AUM Growth
+$407M
(+12%)
Cap. Flow
+$154M
Cap. Flow
% of AUM
4.17%
Top 10 Holdings %
Top 10 Hldgs %
20.52%
Holding
444
New
41
Increased
250
Reduced
109
Closed
26
Top Buys
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$54.5M |
| 2 |
Amazon
AMZN
|
$31.4M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$17.1M |
| 4 |
Microsoft
MSFT
|
$15.3M |
| 5 |
Pfizer
PFE
|
$13.6M |
Top Sells
| 1 |
Constellation Brands
STZ
|
$25.6M |
| 2 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$25.3M |
| 3 |
Becton Dickinson
BDX
|
$18.3M |
| 4 |
SL Green Realty
SLG
|
$14.2M |
| 5 |
Blackstone
BX
|
$13.9M |
Sector Composition
| 1 | Technology | 21.55% |
| 2 | Financials | 14.56% |
| 3 | Healthcare | 11.75% |
| 4 | Consumer Discretionary | 8.99% |
| 5 | Industrials | 8.07% |
