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
$548M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$690K
3
+$645K
4
BHP icon
BHP
BHP
+$630K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$468K

Top Sells

1
+$18.1M
2
+$2.15M
3
+$882K
4
ALGN icon
Align Technology
ALGN
+$761K
5
JCI icon
Johnson Controls International
JCI
+$564K

Sector Composition

1 Healthcare 9.87%
2 Financials 8.67%
3 Consumer Staples 7.94%
4 Technology 7.81%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.35M 1.34%
54,769
+653
27
$7.22M 1.32%
136,387
+41
28
$7.01M 1.28%
122,756
-485
29
$6.91M 1.26%
91,584
-289
30
$6.86M 1.25%
95,191
-2,096
31
$6.75M 1.23%
45,938
+494
32
$6.57M 1.2%
317,790
-14,267
33
$6.57M 1.2%
56,568
+5,944
34
$6.47M 1.18%
56,704
+1,025
35
$6.3M 1.15%
120,464
-7,740
36
$6.09M 1.11%
90,386
-1,525
37
$5.98M 1.09%
70,394
-2,739
38
$5.75M 1.05%
37,146
+216
39
$5.72M 1.04%
46,173
-805
40
$5.58M 1.02%
86,376
-597
41
$5.5M 1%
81,582
-4,187
42
$5.45M 0.99%
145,011
-1,260
43
$5.36M 0.98%
39,038
-133
44
$5.28M 0.96%
3,040
-32
45
$5.17M 0.94%
33,398
+930
46
$5.13M 0.94%
25,195
+1,203
47
$5.1M 0.93%
47,650
+2,622
48
$4.59M 0.84%
111,886
+15,358
49
$4.53M 0.83%
74,595
-3,422
50
$4.47M 0.82%
50,218
-599
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2
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