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
$571M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$872K
3
+$588K
4
SSNC icon
SS&C Technologies
SSNC
+$532K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$479K

Top Sells

1
+$1.01M
2
+$912K
3
+$807K
4
TSCO icon
Tractor Supply
TSCO
+$725K
5
INTU icon
Intuit
INTU
+$572K

Sector Composition

1 Healthcare 9.85%
2 Technology 8.56%
3 Financials 8.2%
4 Consumer Staples 8.03%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.56M 1.32%
88,736
-991
27
$7.46M 1.31%
66,055
+1,358
28
$7.1M 1.24%
141,113
+3,114
29
$7.1M 1.24%
307,690
+4,174
30
$6.73M 1.18%
48,777
+2,035
31
$6.71M 1.18%
62,890
+276
32
$6.58M 1.15%
89,180
+1,270
33
$6.58M 1.15%
281,493
-13,876
34
$6.57M 1.15%
135,324
-3,579
35
$6.39M 1.12%
40,527
+1,302
36
$6.26M 1.1%
39,578
+1,386
37
$6.17M 1.08%
3,043
+8
38
$6.07M 1.06%
43,831
-1,382
39
$6.02M 1.05%
92,827
+2,207
40
$5.76M 1.01%
85,859
+1,611
41
$5.74M 1.01%
96,022
+3,312
42
$5.66M 0.99%
109,204
-9,942
43
$5.64M 0.99%
46,142
+1,443
44
$5.63M 0.99%
40,126
+19
45
$5.59M 0.98%
53,607
+3,325
46
$5.51M 0.96%
70,652
+656
47
$5.31M 0.93%
28,509
+1,504
48
$5.2M 0.91%
116,619
+622
49
$5.07M 0.89%
20,805
+820
50
$5.04M 0.88%
59,280
+2,420
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