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
$256M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$4.14M
3
+$1.21M
4
WFM
Whole Foods Market Inc
WFM
+$1.11M
5
ECL icon
Ecolab
ECL
+$1.01M

Top Sells

1
+$2.32M
2
+$1.65M
3
+$1.6M
4
ISRG icon
Intuitive Surgical
ISRG
+$658K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$503K

Sector Composition

1 Consumer Staples 11.15%
2 Healthcare 10.56%
3 Industrials 9.68%
4 Technology 8.17%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$510K 0.2%
6,090
77
$481K 0.19%
+8,630
78
$470K 0.18%
11,425
-1,350
79
$463K 0.18%
4,295
-307
80
$454K 0.18%
4,677
-298
81
$412K 0.16%
+7,205
82
$412K 0.16%
3,875
+375
83
$404K 0.16%
15,564
-2,012
84
$391K 0.15%
2,911
-666
85
$388K 0.15%
5,491
86
$375K 0.15%
3,750
-150
87
$370K 0.14%
+23,850
88
$368K 0.14%
9,250
+630
89
$361K 0.14%
7,450
90
$350K 0.14%
4,650
-300
91
$346K 0.14%
6,500
92
$345K 0.13%
4,700
-294
93
$334K 0.13%
6,500
94
$331K 0.13%
7,505
-37,316
95
$318K 0.12%
3,652
-496
96
$317K 0.12%
3,055
+55
97
$291K 0.11%
6,953
-65
98
$291K 0.11%
3,338
-262
99
$290K 0.11%
2,710
100
$264K 0.1%
3,210
-1,529
1 2 3
4
5