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John Webber

@Advisors Asset Management, Inc.

Latest period2024 - Q3ReportedManaged Assets$5.445BTotal holdings1460
Assets growth rate6.2%Assets growth rate (2-Q avg)2.38%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Advisors Asset Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1460 positions.

Assets under management

The assets under management (AUM) of Advisors Asset Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.445B in assets, with a quarterly growth rate of 6.2% and a 2-quarter average growth rate of 2.38%. The portfolio is managed by John Webber, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IPIIntrepid Potash Inc
Recent Activity
Exited
0%
$184,113
7,858 shares@ $23.44 avg price
REYNReynolds Consumer Prods Inc
Recent Activity
Exited
0%
$161,109
5,758 shares@ $27.99 avg price
NDAQNasdaq Inc
Recent Activity
Exited
0%
$155,712
2,584 shares@ $60.27 avg price
CNSCohen & Steers Inc
Recent Activity
Exited
0%
$148,603
2,048 shares@ $72.57 avg price
PIIPolaris Inc
Recent Activity
Exited
0%
$146,283
1,868 shares@ $78.31 avg price
STWDStarwood Ppty Tr Inc
Recent Activity
Exited
0%
$120,610
6,368 shares@ $18.95 avg price
WALWestern Alliance Bancorp
Recent Activity
Exited
0%
$117,473
1,870 shares@ $62.82 avg price
KNXKnight-swift Transn Hldgs In
Recent Activity
Exited
0%
$109,175
2,187 shares@ $49.92 avg price
HCSGHealthcare Svcs Group Inc
Recent Activity
Exited
0%
$97,103
9,178 shares@ $10.58 avg price
SHYGIshares Tr
Recent Activity
Exited
0%
$88,873
2,106 shares@ $42.2 avg price