AAM
Aureus Asset Management Portfolio holdings
AUM
$1.56B
This Quarter Return
+7.69%
1 Year Return
+22.77%
3 Year Return
+88.43%
5 Year Return
+131.92%
10 Year Return
+447.31%
AUM
$1.62B
AUM Growth
+$1.62B
(+6.5%)
Cap. Flow
+$6.22M
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
36.37%
Holding
217
New
9
Increased
61
Reduced
50
Closed
10
Top Buys
| 1 |
Autodesk
ADSK
|
$27.7M |
| 2 |
Visa
V
|
$3.44M |
| 3 |
HealthEquity
HQY
|
$2.91M |
| 4 |
RE/MAX Holdings
RMAX
|
$2.84M |
| 5 |
Twilio
TWLO
|
$1.54M |
Top Sells
| 1 |
Peloton Interactive
PTON
|
$26.4M |
| 2 |
Altria Group
MO
|
$2.23M |
| 3 |
Bristol-Myers Squibb
BMY
|
$1.37M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$1.35M |
| 5 |
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% |
