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Home > Institutional Investor > Aureus Asset Management, Llc > Profile

Instuitional Investor - Aureus Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Aureus Asset Management, Llc
Portfolio Value $1,563,297,370
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 209,251 $104,083,435 6.66%
2.
Amazon Com Inc
 AMZN 366,476 $80,401,218 5.14%
3.
Meta Platforms Inc.
 META 102,188 $75,423,608 4.82%
4.
Visa Inc.
 V 191,207 $67,888,147 4.34%
5.
Broadcom Inc.
 AVGO 236,977 $65,322,653 4.18%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)