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
$553M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.73M
3
+$930K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$904K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$899K

Top Sells

1
+$1.79M
2
+$1.26M
3
+$801K
4
ALGN icon
Align Technology
ALGN
+$789K
5
INTU icon
Intuit
INTU
+$709K

Sector Composition

1 Healthcare 9.84%
2 Financials 8.53%
3 Technology 8.03%
4 Consumer Staples 7.84%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.13M 0.75%
120,176
+8,169
52
$4.12M 0.74%
56,860
+2,160
53
$3.95M 0.71%
45,067
+1,854
54
$3.64M 0.66%
+89,206
55
$3.53M 0.64%
14,019
-321
56
$3.44M 0.62%
63,262
+2,376
57
$3.06M 0.55%
12,193
-3,140
58
$2.94M 0.53%
102,832
+8,416
59
$2.93M 0.53%
114,750
-675
60
$2.85M 0.52%
22,272
-2,579
61
$2.77M 0.5%
25,864
-370
62
$2.59M 0.47%
42,789
+1,012
63
$2.45M 0.44%
9,232
+899
64
$2.26M 0.41%
21,587
-100
65
$2.24M 0.41%
38,306
-5,707
66
$2.12M 0.38%
40,480
-34,115
67
$1.95M 0.35%
17,884
-500
68
$1.94M 0.35%
25,996
-2,293
69
$1.93M 0.35%
37,180
-6,560
70
$1.86M 0.34%
10,123
-460
71
$1.81M 0.33%
59,255
-1,460
72
$1.73M 0.31%
+32,270
73
$1.7M 0.31%
15,560
74
$1.67M 0.3%
24,457
-765
75
$1.59M 0.29%
7,512
-72
1 2
3
4 5