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
$636M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.17M
3
+$1.83M
4
AMZN icon
Amazon
AMZN
+$1.61M
5
SIVB
SVB Financial Group
SIVB
+$1.07M

Top Sells

1
+$11.3M
2
+$7.33M
3
+$6.06M
4
ZTS icon
Zoetis
ZTS
+$4.65M
5
BAH icon
Booz Allen Hamilton
BAH
+$4.4M

Sector Composition

1 Financials 21.24%
2 Healthcare 16.06%
3 Technology 11.97%
4 Consumer Discretionary 8.59%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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191
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4 5 6 7
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