AAM

Aureus Asset Management Portfolio holdings

AUM $1.57B
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
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 +$9.64M
2 +$9.14M
3 +$6.98M
4
SUNE
SUNEDISON, INC COM
SUNE
+$6.21M
5
PSX icon
Phillips 66
PSX
+$6.15M

Top Sells

1 +$8.01M
2 +$7.84M
3 +$7.2M
4
LUV icon
Southwest Airlines
LUV
+$6.34M
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