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
$4.19B
AUM Growth
+$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$14.2M
3
+$13.3M
4
PFE icon
Pfizer
PFE
+$8.77M
5
CVS icon
CVS Health
CVS
+$8.54M

Top Sells

1
+$16.5M
2
+$15.5M
3
+$11.3M
4
AAP icon
Advance Auto Parts
AAP
+$8.41M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$6.73M

Sector Composition

1 Technology 21.02%
2 Financials 14.71%
3 Healthcare 12.97%
4 Industrials 9.43%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.8M 0.21%
634,752
-42,886
127
$8.65M 0.21%
135,326
-60,968
128
$8.53M 0.2%
184,731
+31,689
129
$8.18M 0.2%
58,176
+1,968
130
$8.11M 0.19%
250,361
+2,077
131
$7.97M 0.19%
57,407
+2,518
132
$7.79M 0.19%
67,472
+12,545
133
$7.59M 0.18%
+490,420
134
$7.34M 0.18%
578,192
-2,112
135
$7.11M 0.17%
59,135
+3,270
136
$7.1M 0.17%
224,245
-3,419
137
$6.97M 0.17%
118,803
+3,923
138
$6.42M 0.15%
53,480
+41,028
139
$6.41M 0.15%
16,814
-2,075
140
$6.38M 0.15%
148,134
+1,200
141
$6.37M 0.15%
171,307
+11,799
142
$6.32M 0.15%
42,348
+1,060
143
$6.31M 0.15%
55,375
-12,714
144
$6.28M 0.15%
240,522
+17,074
145
$6.27M 0.15%
11,162
+10,505
146
$6.14M 0.15%
96,227
+2,490
147
$5.98M 0.14%
+119,328
148
$5.97M 0.14%
20,172
+520
149
$5.93M 0.14%
118,574
+33,289
150
$5.67M 0.14%
167,161
+3,019
4 5
6
7 8