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
176
$3.23M 0.09%
207,336
+143,102
177
$3.2M 0.09%
132,647
-209
178
$3.17M 0.09%
19,909
+398
179
$3.15M 0.09%
154,075
+15,452
180
$3.08M 0.08%
122,115
-1,545
181
$3.06M 0.08%
332,284
+10,216
182
$2.97M 0.08%
66,077
-2,107
183
$2.96M 0.08%
14,520
+1,278
184
$2.94M 0.08%
9,193
-38
185
$2.93M 0.08%
19,347
+2,985
186
$2.93M 0.08%
29,539
+845
187
$2.92M 0.08%
34,171
+505
188
$2.9M 0.08%
+24,077
189
$2.75M 0.07%
30,364
-1,275
190
$2.75M 0.07%
52,446
-2,164
191
$2.74M 0.07%
17,227
-1,041
192
$2.73M 0.07%
73,862
+24
193
$2.71M 0.07%
9,200
-5
194
$2.66M 0.07%
39,597
-1,454
195
$2.65M 0.07%
15,243
+12,089
196
$2.62M 0.07%
98,919
+3,028
197
$2.6M 0.07%
51,801
-692
198
$2.53M 0.07%
244,787
-16,105
199
$2.44M 0.07%
51,655
-47,082
200
$2.36M 0.06%
13,401
-101
6 7
8
9 10