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
$1.29B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$26.3M
2 +$24.2M
3 +$24.1M
4
WAB icon
Wabtec
WAB
+$21.6M
5
ITGR icon
Integer Holdings
ITGR
+$21.2M

Top Sells

1 +$27.1M
2 +$24M
3 +$22.6M
4
MMC icon
Marsh & McLennan
MMC
+$20.4M
5
VNT icon
Vontier
VNT
+$16.1M

Sector Composition

1 Financials 21.02%
2 Technology 16.67%
3 Consumer Discretionary 14.91%
4 Healthcare 13.03%
5 Communication Services 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-10,565
202
-1,169