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
$606M
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.95M
3
+$3.31M
4
XYL icon
Xylem
XYL
+$3.09M
5
CRM icon
Salesforce
CRM
+$3.03M

Top Sells

1
+$4.48M
2
+$4.2M
3
+$3.99M
4
PII icon
Polaris
PII
+$3.36M
5
ALGN icon
Align Technology
ALGN
+$2M

Sector Composition

1 Healthcare 11.1%
2 Technology 10.06%
3 Consumer Staples 8.7%
4 Industrials 7.97%
5 Financials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.95M 0.65%
+21,782
52
$3.86M 0.64%
88,683
+31,074
53
$3.82M 0.63%
141,650
+19,475
54
$3.7M 0.61%
58,063
+8,380
55
$3.56M 0.59%
70,975
+3,334
56
$3.44M 0.57%
126,034
+7,140
57
$3.31M 0.55%
+9,686
58
$3.22M 0.53%
23,011
-358
59
$3.09M 0.51%
+39,091
60
$3.09M 0.51%
118,046
-152,624
61
$3.03M 0.5%
+19,118
62
$2.9M 0.48%
26,620
+381
63
$2.71M 0.45%
42,148
-210
64
$2.62M 0.43%
24,760
+2,570
65
$2.59M 0.43%
93,278
-161,521
66
$2.53M 0.42%
8,899
-301
67
$2.53M 0.42%
+11,649
68
$2.48M 0.41%
37,050
+22,237
69
$2.44M 0.4%
+544,240
70
$2.31M 0.38%
18,852
+1,775
71
$2.3M 0.38%
13,236
+1,239
72
$2.27M 0.37%
+12,910
73
$1.92M 0.32%
17,240
+2,235
74
$1.92M 0.32%
18,425
+1,845
75
$1.68M 0.28%
9,565
+5,015
1 2
3
4 5