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
426
– –
-13,971
427
– –
-5,357
428
– –
-22,280
429
– –
-2,483
430
– –
-4,476
431
– –
-22,260
432
– –
-4,130
433
– –
-2,411
434
– –
-84,928
435
– –
-1,464
436
– –
-5,120
437
– –
-1,730
438
– –
-4,600
439
– –
-2,167
440
– –
-4,677
441
– –
-69,150
442
– –
-228,872
14 15 16 17
18