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
$562M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$360K
2
+$301K
3
+$285K
4
XYL icon
Xylem
XYL
+$269K
5
STZ icon
Constellation Brands
STZ
+$250K

Top Sells

1
+$851K
2
+$653K
3
+$639K
4
AAPL icon
Apple
AAPL
+$634K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$573K

Sector Composition

1 Technology 13.29%
2 Healthcare 10.98%
3 Consumer Staples 9.51%
4 Financials 7.25%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.18M 0.74%
53,478
+3,442
52
$4.17M 0.74%
17,879
+1,074
53
$4.1M 0.73%
81,190
-985
54
$4M 0.71%
17,621
-407
55
$3.81M 0.68%
20,187
+619
56
$3.74M 0.67%
15,116
+210
57
$3.14M 0.56%
14,413
+838
58
$3.09M 0.55%
44,203
+1,870
59
$2.96M 0.53%
39,832
+4,050
60
$2.91M 0.52%
16,420
-332
61
$2.88M 0.51%
11,259
+362
62
$2.85M 0.51%
37,579
+1,410
63
$2.74M 0.49%
114,560
+5,600
64
$2.65M 0.47%
6,975
+3
65
$2.34M 0.42%
7,155
+291
66
$2.17M 0.39%
125,663
+20,885
67
$2.16M 0.39%
1,673
+73
68
$2.12M 0.38%
21,716
-8,730
69
$2.05M 0.37%
11,243
+70
70
$1.86M 0.33%
11,163
+222
71
$1.83M 0.33%
12,750
+340
72
$1.6M 0.28%
6,223
+17
73
$1.35M 0.24%
5,318
-39
74
$1.24M 0.22%
5,272
+353
75
$1.23M 0.22%
14,653
+237
1 2
3
4 5