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
$5.47B
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$22.3M
3
+$21.4M
4
KNTK icon
Kinetik
KNTK
+$18.1M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$17.9M

Top Sells

1
+$55.2M
2
+$40M
3
+$24.3M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$21.4M
5
DHR icon
Danaher
DHR
+$18.4M

Sector Composition

1 Technology 22.73%
2 Financials 15.12%
3 Healthcare 11.32%
4 Industrials 9.43%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$333K 0.01%
594
-71
402
$332K 0.01%
2,817
+105
403
$329K 0.01%
3,400
-534
404
$328K 0.01%
+5,665
405
$325K 0.01%
4,056
+32
406
$323K 0.01%
6,859
-315
407
$322K 0.01%
9,918
+55
408
$320K 0.01%
1,465
+14
409
$315K 0.01%
5,315
+97
410
$311K 0.01%
+26,065
411
$305K 0.01%
12,169
+1,074
412
$298K 0.01%
2,429
-182
413
$297K 0.01%
+10,625
414
$296K 0.01%
6,361
-54,019
415
$295K 0.01%
+3,744
416
$294K 0.01%
+3,182
417
$288K 0.01%
+1,397
418
$287K 0.01%
531
+5
419
$287K 0.01%
+2,313
420
$286K 0.01%
1,397
+10
421
$285K 0.01%
1,828
-288
422
$284K 0.01%
660
-22
423
$282K 0.01%
+3,888
424
$279K 0.01%
1,927
-3
425
$278K 0.01%
1,091
+17
15 16
17
18 19