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
$571M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$872K
3
+$588K
4
SSNC icon
SS&C Technologies
SSNC
+$532K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$479K

Top Sells

1
+$1.01M
2
+$912K
3
+$807K
4
TSCO icon
Tractor Supply
TSCO
+$725K
5
INTU icon
Intuit
INTU
+$572K

Sector Composition

1 Healthcare 9.85%
2 Technology 8.56%
3 Financials 8.2%
4 Consumer Staples 8.03%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.83M 0.85%
101,572
+12,366
52
$4.59M 0.8%
123,403
+3,227
53
$4.28M 0.75%
44,997
-70
54
$4.28M 0.75%
51,138
+586
55
$3.36M 0.59%
9,833
-2,360
56
$3.31M 0.58%
63,849
+587
57
$3.17M 0.56%
113,900
-850
58
$3.12M 0.55%
108,990
+6,158
59
$3.12M 0.55%
14,153
+134
60
$2.68M 0.47%
22,124
-148
61
$2.67M 0.47%
42,744
-45
62
$2.64M 0.46%
24,828
-1,036
63
$2.49M 0.44%
9,114
-118
64
$2.42M 0.42%
23,015
+1,428
65
$2.28M 0.4%
34,986
-3,320
66
$2.21M 0.39%
26,501
+14,777
67
$2.21M 0.39%
42,515
+10,245
68
$2.13M 0.37%
25,689
-307
69
$1.99M 0.35%
12,087
+1,964
70
$1.94M 0.34%
17,851
-33
71
$1.91M 0.33%
33,800
-3,380
72
$1.86M 0.33%
58,340
-915
73
$1.69M 0.3%
24,472
+15
74
$1.67M 0.29%
7,160
-352
75
$1.67M 0.29%
15,285
-275
1 2
3
4 5