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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
FDXFedex Corp
Recent Activity
Decreased -4.48%
0.47%
$25.252M
92,269 shares@ $273.69 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 3.64%
0.46%
$24.826M
106,750 shares@ $232.56 avg price
JNJJohnson & Johnson
Recent Activity
Increased 4.54%
0.46%
$24.513M
151,260 shares@ $162.07 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -1.92%
0.45%
$24.027M
41,094 shares@ $584.69 avg price
NEENextera Energy Inc
Recent Activity
Decreased -3.28%
0.43%
$23.064M
272,853 shares@ $84.53 avg price
HPQHp Inc
Recent Activity
Increased 0.34%
0.43%
$23.007M
641,409 shares@ $35.88 avg price
CMCSAComcast Corp New
Recent Activity
Increased 2.6%
0.42%
$22.644M
542,115 shares@ $41.78 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 2.47%
0.41%
$22.082M
24,909 shares@ $886.53 avg price
APDAir Prods & Chems Inc
Recent Activity
Decreased -13.38%
0.41%
$22.018M
73,952 shares@ $297.74 avg price
XNIEXVirtus Equity & Conv Incm Fd
Recent Activity
Increased 2.62%
0.41%
$21.961M
954,418 shares@ $23.01 avg price