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
$666M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$12.3M
3 +$4.06M
4
EOG icon
EOG Resources
EOG
+$2.37M
5
MIDD icon
Middleby
MIDD
+$1.93M

Top Sells

1 +$11.2M
2 +$6.11M
3 +$4.52M
4
STZ icon
Constellation Brands
STZ
+$4.18M
5
TJX icon
TJX Companies
TJX
+$3.06M

Sector Composition

1 Financials 19.21%
2 Healthcare 16.01%
3 Communication Services 10.54%
4 Technology 10.38%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-159,097