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
401
$244K 0.01%
3,027
+40
402
$244K 0.01%
628
-111
403
$242K 0.01%
14,334
-5
404
$237K 0.01%
1,881
+22
405
$236K 0.01%
+7,333
406
$235K 0.01%
2,084
-256
407
$235K 0.01%
6,858
-1,402
408
$230K 0.01%
+3,195
409
$226K 0.01%
12,914
410
$224K 0.01%
342
+5
411
$224K 0.01%
4,486
-158
412
$223K 0.01%
+1,645
413
$222K 0.01%
1,658
-213
414
$221K 0.01%
1,773
-147
415
$218K 0.01%
535
-21
416
$218K 0.01%
1,653
-212
417
$217K 0.01%
2,858
-97
418
$215K 0.01%
2,258
-306
419
$215K 0.01%
498
+5
420
$215K 0.01%
7,231
-5,078
421
$212K 0.01%
7,107
-255
422
$212K 0.01%
4,535
-119
423
$211K 0.01%
1,844
-30,408
424
$211K 0.01%
6,795
-2,625
425
$209K 0.01%
3,910
+30
15 16
17
18 19