ACM

Advisors Capital Management Portfolio holdings

AUM $8.58B
1-Year Est. Return 23.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.58B
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1 +$66.4M
2 +$41.2M
3 +$33.3M
4
NFLX icon
Netflix
NFLX
+$22.5M
5
SJM icon
J.M. Smucker
SJM
+$18.6M

Top Sells

1 +$54.5M
2 +$35M
3 +$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
$4.59B
-31,178
SMA
602
SmartStop Self Storage REIT
SMA
$1.72B
-7,247