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
$1.62B
AUM Growth
+$99.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$3.44M
3
+$2.91M
4
RMAX icon
RE/MAX Holdings
RMAX
+$2.84M
5
TWLO icon
Twilio
TWLO
+$1.54M

Top Sells

1
+$26.4M
2
+$2.23M
3
+$1.37M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.35M
5
HSY icon
Hershey
HSY
+$1.3M

Sector Composition

1 Financials 20.8%
2 Technology 19.89%
3 Communication Services 12.52%
4 Consumer Discretionary 11.37%
5 Healthcare 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.83M 0.24%
68,144
52
$3.74M 0.23%
15,378
+2,435
53
$3.71M 0.23%
20,314
+2,630
54
$3.6M 0.22%
8
-3
55
$3.6M 0.22%
49,389
+1,236
56
$3.42M 0.21%
79,103
+12,091
57
$3.31M 0.2%
13,443
-361
58
$3.14M 0.19%
9,795
59
$3.11M 0.19%
52,533
+1,552
60
$3.09M 0.19%
63,411
+5,079
61
$2.96M 0.18%
17,490
+2,259
62
$2.94M 0.18%
14,120
+1,307
63
$2.93M 0.18%
33,683
+5,300
64
$2.89M 0.18%
58,463
-10,435
65
$2.87M 0.18%
29,239
+4,598
66
$2.77M 0.17%
13,808
-1,150
67
$2.72M 0.17%
31,080
+23
68
$2.65M 0.16%
7,443
+135
69
$2.42M 0.15%
9,504
+29
70
$2.35M 0.15%
48,175
71
$2.19M 0.14%
16,512
+570
72
$2.19M 0.14%
7,200
73
$2.16M 0.13%
42,273
-10,536
74
$2.13M 0.13%
22,473
+7
75
$2.01M 0.12%
9,724
+44
1 2
3
4 5