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
$913M
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.27M
3
+$1.18M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.16M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$936K

Top Sells

1
+$1.15M
2
+$852K
3
+$720K
4
BLK icon
Blackrock
BLK
+$643K
5
ISRG icon
Intuitive Surgical
ISRG
+$609K

Sector Composition

1 Technology 13.77%
2 Healthcare 9.87%
3 Financials 8.38%
4 Consumer Staples 7.48%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.31M 0.8%
142,425
+215
52
$7.04M 0.77%
51,990
+207
53
$7.03M 0.77%
17,541
+1,559
54
$6.85M 0.75%
143,374
+3,948
55
$6.7M 0.73%
92,896
+186
56
$6.68M 0.73%
22,383
-416
57
$6.5M 0.71%
88,675
+4,496
58
$6.44M 0.71%
20,643
-133
59
$5.83M 0.64%
18,421
+144
60
$5.56M 0.61%
51,416
+2,403
61
$4.55M 0.5%
19,457
+462
62
$4.39M 0.48%
10,211
-13
63
$4.35M 0.48%
39,613
+4,513
64
$4.06M 0.44%
16,738
+385
65
$3.7M 0.41%
32,084
+1,016
66
$3.65M 0.4%
36,962
-723
67
$3.62M 0.4%
13,385
+290
68
$3.43M 0.38%
20,794
-1,501
69
$2.79M 0.31%
7,008
+157
70
$2.77M 0.3%
18,668
-500
71
$2.51M 0.28%
23,298
-12
72
$2.48M 0.27%
9,162
-194
73
$2.22M 0.24%
35,009
+369
74
$2.01M 0.22%
17,170
+500
75
$1.97M 0.22%
14,574
-16
1 2
3
4 5