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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
PFEPfizer Inc
Recent Activity
Increased 4.35%
0.37%
$19.945M
689,185 shares@ $28.95 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 1.86%
0.36%
$19.509M
39,404 shares@ $495.11 avg price
ORCLOracle Corp
Recent Activity
Increased 18.1%
0.35%
$18.904M
110,940 shares@ $170.4 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 1.14%
0.29%
$15.306M
43,300 shares@ $353.48 avg price
MDTMedtronic Plc
Recent Activity
Increased 8.12%
0.28%
$14.95M
166,057 shares@ $90.04 avg price
SQBlock Inc
Recent Activity
Increased 0.24%
0.27%
$14.593M
217,390 shares@ $67.14 avg price
CCOICogent Communications Hldgs
Recent Activity
Increased 1.71%
0.27%
$14.526M
191,331 shares@ $75.93 avg price
CWEN⤦Clearway Energy Inc
Recent Activity
Increased 5.84%
0.27%
$14.48M
508,596 shares@ $28.47 avg price
KNTKKinetik Holdings Inc
Recent Activity
Increased 26.26%
0.27%
$14.435M
318,938 shares@ $45.27 avg price
PINSPinterest Inc
Recent Activity
Increased 3.32%
0.26%
$13.638M
421,325 shares@ $32.37 avg price