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
$606M
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.95M
3
+$3.31M
4
XYL icon
Xylem
XYL
+$3.09M
5
CRM icon
Salesforce
CRM
+$3.03M

Top Sells

1
+$4.48M
2
+$4.2M
3
+$3.99M
4
PII icon
Polaris
PII
+$3.36M
5
ALGN icon
Align Technology
ALGN
+$2M

Sector Composition

1 Healthcare 11.1%
2 Technology 10.06%
3 Consumer Staples 8.7%
4 Industrials 7.97%
5 Financials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.47M 1.4%
32,630
-2,218
27
$8.26M 1.36%
101,597
+5,212
28
$8.23M 1.36%
51,790
+1,977
29
$8.04M 1.33%
126,093
-4,206
30
$8.03M 1.32%
65,174
+1,514
31
$7.73M 1.28%
68,367
+179
32
$7.35M 1.21%
27,586
+6,881
33
$7.26M 1.2%
136,508
+19,391
34
$6.93M 1.14%
43,101
-3,064
35
$6.65M 1.1%
96,987
+5,335
36
$6.55M 1.08%
73,600
+8,280
37
$6.52M 1.08%
59,258
-117
38
$6.48M 1.07%
45,150
+542
39
$6.38M 1.05%
63,015
+6,763
40
$6.28M 1.04%
77,908
+63,223
41
$6.12M 1.01%
72,148
+97
42
$6M 0.99%
123,005
+3,160
43
$5.86M 0.97%
34,631
+1,768
44
$5.67M 0.93%
126,587
+832
45
$5.41M 0.89%
3,101
+49
46
$5.4M 0.89%
102,225
-239
47
$5.35M 0.88%
51,551
+15,830
48
$5.16M 0.85%
35,671
-3,200
49
$4.64M 0.77%
51,267
+5,720
50
$4.42M 0.73%
50,877
-747
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