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
426
$276K 0.01%
13,569
-450
427
$273K 0.01%
4,698
-55,581
428
$272K 0.01%
2,954
+439
429
$272K 0.01%
+2,239
430
$272K 0.01%
2,082
-243
431
$270K ﹤0.01%
1,555
-202
432
$264K ﹤0.01%
4,805
-15
433
$252K ﹤0.01%
6,790
434
$251K ﹤0.01%
14,288
+3,977
435
$250K ﹤0.01%
+1,879
436
$249K ﹤0.01%
+6,444
437
$248K ﹤0.01%
564
+26
438
$245K ﹤0.01%
3,612
-1,052
439
$244K ﹤0.01%
2,426
440
$242K ﹤0.01%
4,536
-842
441
$237K ﹤0.01%
1,101
-146
442
$237K ﹤0.01%
4,083
-2,273
443
$237K ﹤0.01%
1,469
+26
444
$237K ﹤0.01%
777
445
$228K ﹤0.01%
+2,900
446
$225K ﹤0.01%
4,101
-3,264
447
$222K ﹤0.01%
+825
448
$220K ﹤0.01%
+5,389
449
$220K ﹤0.01%
+3,858
450
$217K ﹤0.01%
+3,172
16 17
18
19 20