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
$3.68B
AUM Growth
-$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$21.5M
3
+$19.1M
4
CVX icon
Chevron
CVX
+$14.1M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$12M

Top Sells

1
+$23.5M
2
+$23.5M
3
+$18.2M
4
NWL icon
Newell Brands
NWL
+$9.77M
5
VOD icon
Vodafone
VOD
+$9.64M

Sector Composition

1 Technology 18.01%
2 Financials 14.36%
3 Healthcare 13.26%
4 Industrials 8.51%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.8M 0.13%
50,818
+1,455
152
$4.75M 0.13%
14,117
-1,936
153
$4.67M 0.13%
22,326
-1,370
154
$4.65M 0.13%
258,589
+4,428
155
$4.63M 0.13%
39,750
-629
156
$4.56M 0.12%
19,096
+72
157
$4.56M 0.12%
18,291
+1,339
158
$4.37M 0.12%
353,061
+5,107
159
$4.33M 0.12%
66,851
-3,786
160
$4.3M 0.12%
99,810
-880
161
$4.3M 0.12%
35,249
-123
162
$4.25M 0.12%
57,718
+870
163
$4.24M 0.12%
28,225
-392
164
$4.2M 0.11%
41,701
-365
165
$4.17M 0.11%
48,491
-3,399
166
$4.05M 0.11%
145,976
-713
167
$3.94M 0.11%
186,269
-2,087
168
$3.92M 0.11%
301,635
-4,236
169
$3.88M 0.11%
226,794
+96
170
$3.79M 0.1%
74,014
-1,554
171
$3.54M 0.1%
104,119
-2,511
172
$3.39M 0.09%
102,330
-5,809
173
$3.36M 0.09%
169,553
-3,272
174
$3.36M 0.09%
64,603
+2,396
175
$3.23M 0.09%
153,020
+1,235
5 6
7
8 9