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
$476M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$9.59M
2 +$8.06M
3 +$6.56M
4
SUNE
SUNEDISON, INC COM
SUNE
+$6.52M
5
PSX icon
Phillips 66
PSX
+$6.24M

Top Sells

1 +$7.84M
2 +$7.71M
3 +$7.2M
4
LUV icon
Southwest Airlines
LUV
+$5.36M
5
HSY icon
Hershey
HSY
+$5.08M

Sector Composition

1 Healthcare 18.47%
2 Technology 15.61%
3 Industrials 11.59%
4 Financials 11.05%
5 Consumer Discretionary 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-3,060
177
-277,047