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AAM

Aureus Asset Management Portfolio holdings

AUM $1.5B
1-Year Est. Return 20.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.32%
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
+$17.3M
2
+$14.5M
3
+$14.3M
4
RMAX icon
RE/MAX Holdings
RMAX
+$3.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.12M

Top Sells

1
+$18.7M
2
+$17.8M
3
+$9.16M
4
MIDD icon
Middleby
MIDD
+$6.78M
5
SHW icon
Sherwin-Williams
SHW
+$4.76M

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
– –
-11,351
177
– –
-23,002
178
– –
-4,210
179
– –
-10,081
180
– –
-1,781
181
– –
-9,308
4 5 6 7
8