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
$237M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.15M
3
+$1.14M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.14M
5
QCOM icon
Qualcomm
QCOM
+$950K

Top Sells

1
+$2.02M
2
+$1.83M
3
+$682K
4
TPR icon
Tapestry
TPR
+$406K
5
RPAI
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
+$355K

Sector Composition

1 Consumer Staples 11.01%
2 Healthcare 10.9%
3 Industrials 9.53%
4 Consumer Discretionary 8.16%
5 Technology 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.5%
13,671
-400
52
$1.09M 0.46%
12,578
+9
53
$1.08M 0.46%
13,587
-750
54
$1.01M 0.43%
24,513
55
$1.01M 0.43%
12,445
-435
56
$955K 0.4%
25,221
-231
57
$950K 0.4%
+14,107
58
$919K 0.39%
5,439
+129
59
$816K 0.35%
10,149
+129
60
$766K 0.32%
20,151
+5,473
61
$739K 0.31%
11,453
-450
62
$737K 0.31%
9,020
-700
63
$729K 0.31%
8,312
-390
64
$705K 0.3%
+6,757
65
$643K 0.27%
+16,684
66
$641K 0.27%
3,620
-240
67
$637K 0.27%
12,230
-454
68
$620K 0.26%
+8,050
69
$612K 0.26%
9,464
-761
70
$612K 0.26%
5,310
-1,669
71
$589K 0.25%
8,715
-435
72
$581K 0.25%
9,078
73
$578K 0.24%
7,641
-1,300
74
$560K 0.24%
5,609
-120
75
$555K 0.23%
5,205
-65
1 2
3
4 5