AAM
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Aureus Asset Management’s Willis Towers Watson WTW Stock Holding History

Aureus Asset Management’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6,429
Closed -$1.27M – 185
2022
Q2 		$1.27M Hold
6,429
– – 0.1% 83
2022
Q1 		$1.52M Buy
6,429
+4,179
+186% +$957K 0.1% 84
2021
Q4 		$534K Hold
2,250
– – 0.03% 127
2021
Q3 		$523K Hold
2,250
– – 0.03% 124
2021
Q2 		$518K Hold
2,250
– – 0.03% 136
2021
Q1 		$515K Sell
2,250
-2,340
-51% -$510K 0.04% 115
2020
Q4 		$967K Hold
4,590
– – 0.08% 90
2020
Q3 		$958K Buy
+4,590
New +$937K 0.09% 84

Other funds holding WTW

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return