AAM

Autus Asset Management Portfolio holdings

AUM $556M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
-15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$4.14M
3
+$1.21M
4
WFM
Whole Foods Market Inc
WFM
+$1.11M
5
ECL icon
Ecolab
ECL
+$1.01M

Top Sells

1
+$2.32M
2
+$1.65M
3
+$1.6M
4
ISRG icon
Intuitive Surgical
ISRG
+$658K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$503K

Sector Composition

1 Consumer Staples 11.15%
2 Healthcare 10.56%
3 Industrials 9.68%
4 Technology 8.17%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.47M 1.75%
108,724
+29,296
27
$4.41M 1.72%
83,658
+4,810
28
$4.35M 1.7%
78,760
-671
29
$4.27M 1.67%
86,932
+1,428
30
$4.2M 1.64%
40,286
+9,669
31
$4.19M 1.64%
64,267
-469
32
$3.59M 1.4%
28,732
+2,689
33
$3.39M 1.32%
37,595
+692
34
$3.22M 1.26%
49,815
+1,066
35
$2.85M 1.11%
26,327
+1,127
36
$2.52M 0.98%
59,013
-15,417
37
$2.34M 0.92%
88,236
-13,634
38
$2.29M 0.89%
45,073
+562
39
$2.2M 0.86%
26,579
+7,297
40
$2.16M 0.84%
38,427
-28,460
41
$1.96M 0.76%
11,558
+1,541
42
$1.94M 0.76%
45,942
-200
43
$1.92M 0.75%
175,086
+20,130
44
$1.82M 0.71%
50,626
+5,794
45
$1.53M 0.6%
30,015
+1,385
46
$1.53M 0.6%
35,283
+723
47
$1.4M 0.55%
30,898
+14,214
48
$1.39M 0.54%
12,651
+636
49
$1.39M 0.54%
18,648
+4,541
50
$1.36M 0.53%
29,494
-4,450
1
2
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