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
$721M
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$13.7M
3 +$11.8M
4
RMAX icon
RE/MAX Holdings
RMAX
+$2.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.79M

Top Sells

1 +$17.8M
2 +$15.2M
3 +$9.16M
4
MIDD icon
Middleby
MIDD
+$6.78M
5
AAPL icon
Apple
AAPL
+$4.1M

Sector Composition

1 Financials 21.95%
2 Technology 17.43%
3 Healthcare 12.81%
4 Consumer Discretionary 12.07%
5 Communication Services 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,925
177
-10,588
178
-1,870
179
-1,461
180
-6,000
181
-11,080