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
$496M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$786K
2
+$738K
3
+$565K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$514K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$479K

Top Sells

1
+$1.15M
2
+$708K
3
+$438K
4
ISRG icon
Intuitive Surgical
ISRG
+$387K
5
ALGN icon
Align Technology
ALGN
+$377K

Sector Composition

1 Healthcare 10.02%
2 Industrials 8.4%
3 Financials 8.06%
4 Consumer Staples 7.98%
5 Technology 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.55M 0.71%
51,681
+521
52
$3.54M 0.71%
26,724
-1,131
53
$3.13M 0.63%
98,469
+5,363
54
$3.06M 0.62%
39,591
+891
55
$3.04M 0.61%
20,245
-2,513
56
$3.03M 0.61%
13,670
+530
57
$2.96M 0.6%
59,106
+724
58
$2.89M 0.58%
26,395
+131
59
$2.48M 0.5%
17,503
+3,358
60
$2.46M 0.5%
30,457
-348
61
$2.39M 0.48%
22,555
-67
62
$2.33M 0.47%
41,982
-2,110
63
$2.3M 0.46%
111,475
+4,475
64
$2.17M 0.44%
44,800
+11,660
65
$2.17M 0.44%
46,600
-3,400
66
$2.12M 0.43%
18,332
-120
67
$2.02M 0.41%
8,299
-230
68
$1.87M 0.38%
10,719
-354
69
$1.82M 0.37%
168,265
+6,400
70
$1.73M 0.35%
40,000
-26,555
71
$1.68M 0.34%
28,122
-2,225
72
$1.65M 0.33%
14,945
+2,840
73
$1.54M 0.31%
59,545
+175
74
$1.48M 0.3%
59,654
+31,644
75
$1.33M 0.27%
6,993
-380
1 2
3
4 5