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
176
$3.87M 0.09%
17,596
-1,415
177
$3.76M 0.09%
14,168
+12,773
178
$3.59M 0.09%
35,542
+1,127
179
$3.49M 0.08%
7,416
+401
180
$3.43M 0.08%
173,823
-7,991
181
$3.41M 0.08%
140,934
+16,005
182
$3.3M 0.08%
15,003
+296
183
$3.27M 0.08%
349,971
+4,347
184
$3.21M 0.08%
19,425
+1,776
185
$3.15M 0.08%
55,151
+2,149
186
$3.14M 0.07%
152,905
+325
187
$3.12M 0.07%
28,873
+947
188
$3.09M 0.07%
19,841
-22
189
$3.02M 0.07%
46,495
+530
190
$3M 0.07%
46,620
+17,780
191
$2.91M 0.07%
170,239
-4,631
192
$2.84M 0.07%
71,635
-292
193
$2.83M 0.07%
299,704
+17,998
194
$2.81M 0.07%
56,866
-342
195
$2.8M 0.07%
64,667
+8,008
196
$2.73M 0.07%
17,990
-1,933
197
$2.7M 0.06%
25,187
+223
198
$2.69M 0.06%
15,016
-222
199
$2.66M 0.06%
26,840
-334
200
$2.65M 0.06%
13,920
+67
6 7
8
9 10