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
$3.86B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$25.1M
3
+$25M
4
SJM icon
J.M. Smucker
SJM
+$24.2M
5
DUK icon
Duke Energy
DUK
+$23.9M

Top Sells

1
+$71.6M
2
+$46.8M
3
+$46.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$31.7M
5
HD icon
Home Depot
HD
+$29M

Sector Composition

1 Technology 20.26%
2 Financials 14.72%
3 Healthcare 13.56%
4 Industrials 8.73%
5 Consumer Discretionary 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.68M 0.2%
30,789
+2,139
127
$7.46M 0.19%
223,448
+80,377
128
$7.31M 0.19%
170,128
+96,266
129
$7.24M 0.19%
580,304
+6,391
130
$6.98M 0.18%
+114,880
131
$6.93M 0.18%
137,378
+85,723
132
$6.91M 0.18%
153,042
+3,581
133
$6.67M 0.17%
68,089
+1,238
134
$6.43M 0.17%
248,284
-10,305
135
$6.37M 0.16%
227,664
+870
136
$6.35M 0.16%
146,934
-21,289
137
$6.25M 0.16%
19,652
-516
138
$6.2M 0.16%
159,508
+36,135
139
$6.01M 0.16%
18,889
+598
140
$5.84M 0.15%
54,927
-980
141
$5.83M 0.15%
111,076
-4,039
142
$5.66M 0.15%
164,142
+532
143
$5.47M 0.14%
93,737
-3,304
144
$5.47M 0.14%
53,780
-4,552
145
$5.4M 0.14%
136,738
+2,625
146
$5.26M 0.14%
26,824
-714
147
$5.22M 0.14%
385,111
+10,392
148
$5.15M 0.13%
22,141
-185
149
$5.04M 0.13%
+228,433
150
$5.01M 0.13%
37,185
-2,565
4 5
6
7 8