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
$237M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.15M
3
+$1.14M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.14M
5
QCOM icon
Qualcomm
QCOM
+$950K

Top Sells

1
+$2.02M
2
+$1.83M
3
+$682K
4
TPR icon
Tapestry
TPR
+$406K
5
RPAI
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
+$355K

Sector Composition

1 Consumer Staples 11.01%
2 Healthcare 10.9%
3 Industrials 9.53%
4 Consumer Discretionary 8.16%
5 Technology 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$526K 0.22%
12,775
-3,200
77
$503K 0.21%
19,050
+4,560
78
$479K 0.2%
4,975
-221
79
$449K 0.19%
4,602
80
$438K 0.19%
6,090
81
$414K 0.18%
3,900
82
$410K 0.17%
3,577
-146
83
$403K 0.17%
17,576
-1,089
84
$382K 0.16%
5,491
85
$372K 0.16%
3,500
86
$359K 0.15%
4,739
-94
87
$359K 0.15%
4,148
-275
88
$358K 0.15%
+11,500
89
$346K 0.15%
4,950
-150
90
$346K 0.15%
6,500
91
$336K 0.14%
6,500
92
$328K 0.14%
4,994
+3
93
$323K 0.14%
7,450
-910
94
$313K 0.13%
3,000
95
$297K 0.13%
11,760
96
$296K 0.13%
8,620
-482
97
$286K 0.12%
7,018
-30
98
$285K 0.12%
3,600
99
$283K 0.12%
3,317
-88
100
$271K 0.11%
5,966
-105
1 2 3
4
5