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
$755M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$6.96M
3 +$3.35M
4
HD icon
Home Depot
HD
+$2.96M
5
HQY icon
HealthEquity
HQY
+$2.87M

Top Sells

1 +$11.6M
2 +$6.72M
3 +$1.85M
4
EOG icon
EOG Resources
EOG
+$1.63M
5
SBUX icon
Starbucks
SBUX
+$1.02M

Sector Composition

1 Financials 19.02%
2 Healthcare 15.11%
3 Technology 11.94%
4 Consumer Discretionary 11.93%
5 Industrials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-13,428
177
-8,627
178
-2,304
179
-12,508
180
-6,600