AAM

Aureus Asset Management Portfolio holdings

AUM $1.56B
1-Year Est. Return 22.77%
This Quarter Est. Return
1 Year Est. Return
+22.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$7.02M
2 +$4.32M
3 +$1.42M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.07M
5
SYK icon
Stryker
SYK
+$792K

Top Sells

1 +$9.54M
2 +$6.86M
3 +$4.87M
4
BAH icon
Booz Allen Hamilton
BAH
+$4.79M
5
CSGP icon
CoStar Group
CSGP
+$2.17M

Sector Composition

1 Technology 27.19%
2 Financials 17.07%
3 Communication Services 11.53%
4 Healthcare 11.24%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-4,804
227
-10,019
228
-1,054
229
-11,973