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
$637M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$628K
2
+$574K
3
+$456K
4
LHX icon
L3Harris
LHX
+$421K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$372K

Top Sells

1
+$1.2M
2
+$979K
3
+$697K
4
EW icon
Edwards Lifesciences
EW
+$498K
5
INTU icon
Intuit
INTU
+$486K

Sector Composition

1 Healthcare 10.74%
2 Technology 10.41%
3 Consumer Staples 9.02%
4 Industrials 8.05%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.1M 1.43%
242,558
+7,146
27
$9.07M 1.43%
20,359
-108
28
$8.83M 1.39%
52,177
-46
29
$8.73M 1.37%
119,166
-6,789
30
$8.29M 1.3%
148,715
+2,349
31
$8.12M 1.28%
69,025
+867
32
$7.97M 1.25%
28,856
+63
33
$7.96M 1.25%
68,481
+755
34
$7.81M 1.23%
65,864
+596
35
$7.46M 1.17%
44,516
-1,154
36
$7.42M 1.17%
100,938
-251
37
$7.15M 1.12%
63,072
+1,328
38
$6.96M 1.09%
73,681
-758
39
$6.88M 1.08%
43,993
-730
40
$6.84M 1.07%
78,820
+1,460
41
$6.76M 1.06%
89,246
+3,948
42
$6.64M 1.04%
36,317
+213
43
$6.41M 1.01%
3,264
+72
44
$6.12M 0.96%
40,512
+777
45
$5.98M 0.94%
57,759
-176
46
$5.78M 0.91%
132,103
-1,037
47
$5.42M 0.85%
101,085
-690
48
$5.37M 0.84%
121,997
-1,588
49
$4.22M 0.66%
28,962
+1,600
50
$4.16M 0.65%
49,024
-715
1
2
3 4 5