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
$637M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$628K
2
+$574K
3
+$456K
4
LHX icon
L3Harris
LHX
+$421K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$372K

Top Sells

1
+$1.2M
2
+$979K
3
+$697K
4
EW icon
Edwards Lifesciences
EW
+$498K
5
INTU icon
Intuit
INTU
+$486K

Sector Composition

1 Healthcare 10.74%
2 Technology 10.41%
3 Consumer Staples 9.02%
4 Industrials 8.05%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.11M 0.65%
141,580
+2,854
52
$4M 0.63%
26,939
+1,058
53
$3.94M 0.62%
11,037
-158
54
$3.9M 0.61%
48,943
+1,478
55
$3.85M 0.6%
50,430
-693
56
$3.67M 0.58%
141,050
+1,875
57
$3.64M 0.57%
16,009
+2,005
58
$3.59M 0.56%
71,940
+2,281
59
$3.52M 0.55%
68,300
+201
60
$3.34M 0.52%
767,640
+50,440
61
$3.34M 0.52%
44,612
-424
62
$3.09M 0.49%
27,306
+1,191
63
$2.99M 0.47%
87,489
+4,173
64
$2.97M 0.47%
9,955
+283
65
$2.83M 0.45%
21,896
+31
66
$2.72M 0.43%
40,550
-1,012
67
$2.57M 0.4%
18,749
-77
68
$2.51M 0.39%
12,124
+856
69
$2.46M 0.39%
23,105
-2,380
70
$2.21M 0.35%
9,987
+2,596
71
$2.15M 0.34%
17,247
-390
72
$1.94M 0.31%
13,066
+71
73
$1.81M 0.28%
13,154
+79
74
$1.77M 0.28%
8,923
-107
75
$1.74M 0.27%
15,220
-2,530
1 2
3
4 5