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
$256M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$4.14M
3
+$1.21M
4
WFM
Whole Foods Market Inc
WFM
+$1.11M
5
ECL icon
Ecolab
ECL
+$1.01M

Top Sells

1
+$2.32M
2
+$1.65M
3
+$1.6M
4
ISRG icon
Intuitive Surgical
ISRG
+$658K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$503K

Sector Composition

1 Consumer Staples 11.15%
2 Healthcare 10.56%
3 Industrials 9.68%
4 Technology 8.17%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.5%
12,736
-935
52
$1.28M 0.5%
10,972
+4,215
53
$1.11M 0.44%
24,538
+25
54
$1.1M 0.43%
13,807
+1,362
55
$1.05M 0.41%
12,637
-950
56
$1.03M 0.4%
11,259
-1,319
57
$1M 0.39%
5,400
-39
58
$891K 0.35%
24,193
+4,042
59
$884K 0.35%
11,573
+120
60
$861K 0.34%
20,833
-4,388
61
$804K 0.31%
8,669
-351
62
$795K 0.31%
8,286
-26
63
$753K 0.29%
9,415
-734
64
$680K 0.27%
8,050
65
$663K 0.26%
11,580
-650
66
$655K 0.26%
8,715
67
$644K 0.25%
5,490
-119
68
$629K 0.25%
19,255
+7,755
69
$620K 0.24%
4,630
-680
70
$595K 0.23%
5,155
-50
71
$587K 0.23%
3,275
-345
72
$567K 0.22%
6,964
-677
73
$525K 0.21%
7,479
-1,985
74
$516K 0.2%
8,148
-930
75
$514K 0.2%
+29,165
1 2
3
4 5