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
$496M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$786K
2
+$738K
3
+$565K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$514K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$479K

Top Sells

1
+$1.15M
2
+$708K
3
+$438K
4
ISRG icon
Intuitive Surgical
ISRG
+$387K
5
ALGN icon
Align Technology
ALGN
+$377K

Sector Composition

1 Healthcare 10.02%
2 Industrials 8.4%
3 Financials 8.06%
4 Consumer Staples 7.98%
5 Technology 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.32M 0.27%
24,094
-770
77
$1.24M 0.25%
14,224
-334
78
$1.16M 0.23%
9,715
+110
79
$1.12M 0.23%
33,155
-3,335
80
$1.11M 0.22%
13,631
-52
81
$1.11M 0.22%
15,275
-415
82
$1.05M 0.21%
9,057
+80
83
$994K 0.2%
92,378
-9,250
84
$953K 0.19%
8,020
+25
85
$918K 0.18%
6,514
+45
86
$918K 0.18%
6,515
+220
87
$917K 0.18%
14,150
88
$910K 0.18%
5,393
+40
89
$877K 0.18%
2,775
-145
90
$868K 0.17%
20,615
-16,810
91
$860K 0.17%
11,630
+75
92
$838K 0.17%
16,709
-110
93
$820K 0.17%
8,547
-200
94
$805K 0.16%
3,958
95
$792K 0.16%
5,949
-105
96
$790K 0.16%
14,270
-2,270
97
$742K 0.15%
5,350
-235
98
$729K 0.15%
16,268
99
$729K 0.15%
6,160
100
$670K 0.14%
12,956
-5
2 3
4
5 6