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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
$1.26B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$16.3M
3
+$14.4M
4
ADBE icon
Adobe
ADBE
+$6.54M
5
UNH icon
UnitedHealth
UNH
+$4.25M

Top Sells

1
+$12.3M
2
+$4.87M
3
+$4.82M
4
AAPL icon
Apple
AAPL
+$4.55M
5
V icon
Visa
V
+$4.54M

Sector Composition

1 Technology 21.23%
2 Financials 19.02%
3 Healthcare 12.98%
4 Consumer Discretionary 11.8%
5 Industrials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$82.2K 0.01%
+10,000
177
$74.4K 0.01%
+10,554
178
$47.5K ﹤0.01%
+16,856
179
$40.5K ﹤0.01%
15,000
180
$23.7K ﹤0.01%
1,511
181
– –
-1,802
182
– –
-1,087
183
– –
-26,551
184
– –
-6,293
185
– –
-101,205
186
– –
-49,274
187
– –
-962
188
– –
-7,640
189
– –
-3,815
190
– –
-15,293
191
– –
-21,937
192
– –
-35,836
193
– –
-2,044
194
– –
-1,500
195
– –
-3,340
196
– –
-10,686
4 5 6 7
8