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
$510M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$9.38M
3 +$8.63M
4
NVRI icon
Enviri
NVRI
+$7.69M
5
SWK icon
Stanley Black & Decker
SWK
+$6.75M

Top Sells

1 +$13M
2 +$11.3M
3 +$9.28M
4
CVS icon
CVS Health
CVS
+$9.16M
5
SMG icon
ScottsMiracle-Gro
SMG
+$8.39M

Sector Composition

1 Healthcare 16.21%
2 Financials 13.84%
3 Technology 11.07%
4 Industrials 9.66%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-4,400
177
-102,921
178
-10,230
179
-228,058