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
$553M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.73M
3
+$930K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$904K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$899K

Top Sells

1
+$1.79M
2
+$1.26M
3
+$801K
4
ALGN icon
Align Technology
ALGN
+$789K
5
INTU icon
Intuit
INTU
+$709K

Sector Composition

1 Healthcare 9.84%
2 Financials 8.53%
3 Technology 8.03%
4 Consumer Staples 7.84%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.31M 1.32%
64,697
+7,993
27
$7.26M 1.31%
72,290
+1,963
28
$7.08M 1.28%
45,213
-640
29
$7.06M 1.28%
62,614
+6,046
30
$6.96M 1.26%
61,060
-1,136
31
$6.7M 1.21%
295,369
-22,421
32
$6.6M 1.19%
137,999
+1,612
33
$6.5M 1.17%
90,620
-964
34
$6.47M 1.17%
46,742
+804
35
$6.46M 1.17%
138,903
-6,108
36
$6.31M 1.14%
3,035
-5
37
$6.18M 1.12%
119,146
-1,318
38
$6.05M 1.09%
39,225
+5,827
39
$5.96M 1.08%
27,005
+1,810
40
$5.72M 1.03%
87,910
+1,534
41
$5.53M 1%
50,282
+2,632
42
$5.51M 1%
38,192
+1,046
43
$5.46M 0.99%
84,248
+2,666
44
$5.46M 0.99%
69,996
-398
45
$5.44M 0.98%
40,107
+1,069
46
$5.38M 0.97%
92,710
+2,324
47
$5.12M 0.93%
44,699
-1,474
48
$4.74M 0.86%
50,552
+334
49
$4.6M 0.83%
115,997
+4,111
50
$4.32M 0.78%
19,985
+353
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