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
$548M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$690K
3
+$645K
4
BHP icon
BHP
BHP
+$630K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$468K

Top Sells

1
+$18.1M
2
+$2.15M
3
+$882K
4
ALGN icon
Align Technology
ALGN
+$761K
5
JCI icon
Johnson Controls International
JCI
+$564K

Sector Composition

1 Healthcare 9.87%
2 Financials 8.67%
3 Consumer Staples 7.94%
4 Technology 7.81%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.08M 0.74%
112,007
-13,053
52
$3.67M 0.67%
43,213
+1,091
53
$3.65M 0.67%
14,340
+64
54
$3.47M 0.63%
24,851
-1,100
55
$3.44M 0.63%
19,632
+85
56
$3.41M 0.62%
15,333
-3,423
57
$3.33M 0.61%
60,886
+1,242
58
$3.2M 0.58%
54,700
+2,980
59
$2.99M 0.55%
44,013
-31,683
60
$2.99M 0.54%
94,416
+9,190
61
$2.87M 0.52%
26,234
+72
62
$2.67M 0.49%
115,425
+825
63
$2.57M 0.47%
171,680
+1,600
64
$2.55M 0.47%
41,777
-266
65
$2.37M 0.43%
28,289
-1,290
66
$2.3M 0.42%
43,740
-2,140
67
$2.27M 0.41%
21,687
-335
68
$2.24M 0.41%
8,333
-168
69
$2.2M 0.4%
18,384
+55
70
$2.08M 0.38%
10,583
-89
71
$1.8M 0.33%
60,715
-90
72
$1.76M 0.32%
25,222
-949
73
$1.72M 0.31%
15,560
-115
74
$1.65M 0.3%
17,984
+429
75
$1.58M 0.29%
7,584
+1,370
1 2
3
4 5