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
$562M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$360K
2
+$301K
3
+$285K
4
XYL icon
Xylem
XYL
+$269K
5
STZ icon
Constellation Brands
STZ
+$250K

Top Sells

1
+$851K
2
+$653K
3
+$639K
4
AAPL icon
Apple
AAPL
+$634K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$573K

Sector Composition

1 Technology 13.29%
2 Healthcare 10.98%
3 Consumer Staples 9.51%
4 Financials 7.25%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.36M 1.31%
42,329
+305
27
$7.27M 1.29%
130,115
+662
28
$6.99M 1.24%
45,447
+1,052
29
$6.65M 1.18%
70,477
+25
30
$6.57M 1.17%
72,088
-1,163
31
$6.47M 1.15%
196,644
-5,885
32
$6.42M 1.14%
80,127
-99
33
$6.42M 1.14%
423,480
+380
34
$6.39M 1.14%
93,118
-8,356
35
$6.35M 1.13%
36,969
-1,213
36
$6.34M 1.13%
59,705
-435
37
$6.26M 1.12%
55,625
-267
38
$6.25M 1.11%
27,936
+524
39
$6.11M 1.09%
64,304
-1,344
40
$6.07M 1.08%
78,336
+2,209
41
$5.86M 1.04%
14,850
+174
42
$5.86M 1.04%
123,651
+1,217
43
$5.58M 0.99%
30,608
+39
44
$5.38M 0.96%
32,608
+1,288
45
$5.35M 0.95%
115,494
+1,860
46
$5.29M 0.94%
3,025
+40
47
$5.19M 0.92%
60,795
-4,284
48
$4.9M 0.87%
84,423
+4,094
49
$4.86M 0.87%
24,686
-1,774
50
$4.78M 0.85%
13,788
-952
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