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
$548M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$690K
3
+$645K
4
BHP icon
BHP
BHP
+$630K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$468K

Top Sells

1
+$18.1M
2
+$2.15M
3
+$882K
4
ALGN icon
Align Technology
ALGN
+$761K
5
JCI icon
Johnson Controls International
JCI
+$564K

Sector Composition

1 Healthcare 9.87%
2 Financials 8.67%
3 Consumer Staples 7.94%
4 Technology 7.81%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.51M 0.28%
32,793
-2,225
77
$1.46M 0.27%
15,075
-100
78
$1.34M 0.24%
24,464
-62
79
$1.25M 0.23%
9,299
-113
80
$1.21M 0.22%
7,370
+314
81
$1.17M 0.21%
14,311
+245
82
$1.11M 0.2%
7,271
+762
83
$1.09M 0.2%
8,795
-148
84
$1.05M 0.19%
8,241
-150
85
$1.02M 0.19%
8,089
+40
86
$1M 0.18%
5,367
-16
87
$933K 0.17%
20,338
-130
88
$928K 0.17%
11,490
-45
89
$918K 0.17%
8,750
-50
90
$917K 0.17%
90,388
-3,297
91
$902K 0.16%
13,700
-250
92
$894K 0.16%
5,775
93
$824K 0.15%
5,542
+5
94
$805K 0.15%
9,406
+853
95
$762K 0.14%
6,135
-25
96
$754K 0.14%
10,770
+355
97
$745K 0.14%
4,775
+177
98
$723K 0.13%
6,700
-255
99
$711K 0.13%
12,876
+40
100
$703K 0.13%
4,565
+204
2 3
4
5 6