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ACM

Advisors Capital Management Portfolio holdings

AUM $8.58B
1-Year Est. Return 23.43%
This Fund
S&P 500
This Quarter Est. Return
+0.88%
1 Year Est. Return
+23.43%
3 Year Est. Return
+78.25%
5 Year Est. Return
+87.74%
10 Year Est. Return
+277.95%
AUM
$8.58B
AUM Growth
+$78.7M
Cap. Flow
+$190M
Cap. Flow %
2.22%
Top 10 Hldgs %
19.97%
Holding
602
New
35
Increased
296
Reduced
212
Closed
36

Top Buys

1
NLY icon
Annaly Capital Management
NLY
+$66.4M
2
IBM icon
IBM
IBM
+$41.2M
3
MPT
Medical Properties Trust
MPT
+$33.3M
4
NFLX icon
Netflix
NFLX
+$22.5M
5
SJM icon
J.M. Smucker
SJM
+$18.6M

Top Sells

1
ACN icon
Accenture
ACN
+$54.5M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$35M
3
DIVB icon
iShares Core Dividend ETF
DIVB
+$27.4M
4
STX icon
Seagate
STX
+$26.9M
5
EXC icon
Exelon
EXC
+$22.8M

Sector Composition

1 Technology 20.17%
2 Financials 11.94%
3 Healthcare 9.19%
4 Industrials 7.6%
5 Real Estate 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRP
601
Millrose Properties Inc
MRP
$4.79B
– –
-31,178
Closed -$931K
SMA
602
SmartStop Self Storage REIT
SMA
$1.86B
– –
-7,247
Closed -$224K
21 22 23 24
25

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NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
MC
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IC
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BPC
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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.52B AUM 27.87% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $8.5B AUM 25.14% 1-Year Est. Return