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
76
$1.97M 0.12%
1,158
-3
77
$1.96M 0.12%
14,390
78
$1.85M 0.11%
6,201
+5
79
$1.83M 0.11%
70,412
+8,094
80
$1.68M 0.1%
80,900
81
$1.61M 0.1%
21,858
82
$1.57M 0.1%
24,792
-1,092
83
$1.41M 0.09%
23,032
-286
84
$1.34M 0.08%
8,678
-119
85
$1.33M 0.08%
2,017
-40
86
$1.3M 0.08%
2,299
-155
87
$1.26M 0.08%
10,805
-250
88
$1.25M 0.08%
14,496
-6,287
89
$1.23M 0.08%
35,187
90
$1.18M 0.07%
6,075
-6,700
91
$1.15M 0.07%
4,750
92
$1.14M 0.07%
5,119
+29
93
$1.13M 0.07%
12,107
94
$1.13M 0.07%
3,200
95
$1.12M 0.07%
20,725
96
$1.03M 0.06%
21,462
97
$1.02M 0.06%
4,500
98
$1.01M 0.06%
6,430
-7,700
99
$955K 0.06%
1,687
100
$945K 0.06%
5,905
2 3
4
5 6