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
$496M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$786K
2
+$738K
3
+$565K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$514K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$479K

Top Sells

1
+$1.15M
2
+$708K
3
+$438K
4
ISRG icon
Intuitive Surgical
ISRG
+$387K
5
ALGN icon
Align Technology
ALGN
+$377K

Sector Composition

1 Healthcare 10.02%
2 Industrials 8.4%
3 Financials 8.06%
4 Consumer Staples 7.98%
5 Technology 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.68M 1.35%
90,165
+1,132
27
$6.53M 1.31%
123,926
-744
28
$6.2M 1.25%
342,799
-8,534
29
$6.13M 1.23%
54,019
+2,708
30
$6.11M 1.23%
58,555
+1,497
31
$6.05M 1.22%
91,098
-405
32
$6.05M 1.22%
135,485
+383
33
$6.04M 1.22%
124,148
+752
34
$6.03M 1.21%
96,626
-855
35
$5.9M 1.19%
77,334
+170
36
$5.87M 1.18%
72,677
-1,516
37
$5.78M 1.16%
45,247
+91
38
$5.75M 1.16%
145,947
-1,320
39
$5.74M 1.16%
3,070
-99
40
$5.47M 1.1%
83,105
+2,701
41
$5.33M 1.07%
87,956
-374
42
$5.27M 1.06%
46,058
+3,696
43
$5.09M 1.03%
40,925
+1,543
44
$4.73M 0.95%
35,691
+695
45
$4.56M 0.92%
23,019
+1,423
46
$4.49M 0.9%
31,478
+3,608
47
$4.37M 0.88%
47,328
+331
48
$4.25M 0.86%
124,494
+12,671
49
$4.17M 0.84%
75,221
-418
50
$3.79M 0.76%
41,468
+3,877
1
2
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