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
$913M
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.27M
3
+$1.18M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.16M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$936K

Top Sells

1
+$1.15M
2
+$852K
3
+$720K
4
BLK icon
Blackrock
BLK
+$643K
5
ISRG icon
Intuitive Surgical
ISRG
+$609K

Sector Composition

1 Technology 13.77%
2 Healthcare 9.87%
3 Financials 8.38%
4 Consumer Staples 7.48%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12M 1.32%
64,635
-1,777
27
$11.9M 1.3%
54,052
-76
28
$11.5M 1.26%
55,904
+815
29
$11.5M 1.26%
292,084
-2,756
30
$11M 1.2%
46,276
+441
31
$10.9M 1.2%
70,180
-392
32
$10.8M 1.18%
103,913
-3,497
33
$10.6M 1.16%
157,281
+1,616
34
$10.6M 1.16%
94,052
+545
35
$10.6M 1.16%
188,394
+3,011
36
$10.4M 1.14%
92,566
+5,319
37
$10.2M 1.12%
79,901
+4,319
38
$10.1M 1.11%
99,429
+3,095
39
$9.67M 1.06%
110,523
+13,218
40
$9.47M 1.04%
42,348
-906
41
$9.15M 1%
33,601
-686
42
$8.86M 0.97%
36,257
-377
43
$8.85M 0.97%
84,484
+3,244
44
$8.78M 0.96%
18,662
+385
45
$8.58M 0.94%
105,502
+877
46
$7.91M 0.87%
144,355
+8,146
47
$7.88M 0.86%
65,707
+622
48
$7.85M 0.86%
3,589
+25
49
$7.75M 0.85%
34,781
-2,389
50
$7.31M 0.8%
160,138
-214
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