ACM

Advisors Capital Management Portfolio holdings

AUM $8.5B
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
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
+$34.3M
2
+$23.7M
3
+$21.5M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$17.8M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.7M

Top Sells

1
+$55.1M
2
+$38.1M
3
+$24.3M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$21.4M
5
DHR icon
Danaher
DHR
+$18M

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
476
– –
-2,165
477
– –
-18,431
478
– –
-1,575
479
– –
-9,508
480
– –
-4,567
481
– –
-1,779
482
– –
-8,431
483
– –
-15,650
484
– –
-2,414
485
– –
-450
486
– –
-2,135
487
– –
-1,851
488
– –
-1,800
489
– –
-1,018
490
– –
-37,337
491
– –
-3,475
492
– –
-3,300
493
– –
-8,406
494
– –
-6,585
495
– –
-4,185
496
– –
-323,646
497
– –
-157,583
498
– –
-440,255
16 17 18 19
20