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
$400M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$7.34M
3
+$6.32M
4
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$5.36M
5
AMT icon
American Tower
AMT
+$4.25M

Top Sells

1
+$10.7M
2
+$7.01M
3
+$6.55M
4
HRI icon
Herc Holdings
HRI
+$5.88M
5
CSOD
Cornerstone OnDemand, Inc.
CSOD
+$3.97M

Sector Composition

1 Healthcare 13.57%
2 Energy 11.95%
3 Financials 11.57%
4 Industrials 11.08%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$200K 0.05%
7,108
+263
127
– –
-4,300
128
– –
-20,160
129
– –
-3,776
130
– –
-366,428
131
– –
-73,587
132
– –
-5,600
133
– –
-1,094
134
– –
-82,880
135
$0 ﹤0.01%
981,917
+674
136
– –
-2,860
2 3 4 5
6