ACM

Advisors Capital Management Portfolio holdings

AUM $8.5B
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.3B
AUM Growth
+$835M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$68.6M
2
+$28.2M
3
+$21M
4
C icon
Citigroup
C
+$20.1M
5
META icon
Meta Platforms (Facebook)
META
+$18.7M

Top Sells

1
+$42.7M
2
+$33.2M
3
+$29.9M
4
ARCC icon
Ares Capital
ARCC
+$13.3M
5
ADBE icon
Adobe
ADBE
+$11.9M

Sector Composition

1 Technology 23.91%
2 Financials 14.01%
3 Healthcare 8.97%
4 Industrials 7.65%
5 Consumer Discretionary 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.65M 0.06%
345,384
+68,211
202
$4.43M 0.06%
25,350
+2,706
203
$4.42M 0.06%
19,202
+1,981
204
$4.33M 0.06%
177,130
+6,401
205
$4.26M 0.06%
91,123
+4,335
206
$4.2M 0.06%
158,591
+6,398
207
$4.13M 0.06%
7,708
+7,148
208
$4.12M 0.06%
67,111
+8,447
209
$4.1M 0.06%
11,722
-1,009
210
$4.09M 0.06%
14,621
+223
211
$4.05M 0.06%
145,452
-102,290
212
$4.02M 0.06%
118,959
+12,172
213
$3.98M 0.05%
13,108
+1,489
214
$3.96M 0.05%
21,243
+1,712
215
$3.91M 0.05%
43,433
-37
216
$3.88M 0.05%
4,327
+508
217
$3.81M 0.05%
80,480
+9,114
218
$3.81M 0.05%
23,896
-2,508
219
$3.78M 0.05%
34,233
+3,252
220
$3.71M 0.05%
73,790
+1,039
221
$3.69M 0.05%
443,337
+12,061
222
$3.66M 0.05%
26,357
+12,294
223
$3.64M 0.05%
48,014
+3,113
224
$3.62M 0.05%
101,111
+2,039
225
$3.59M 0.05%
6,614
+24
7 8
9
10 11