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
$553M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.73M
3
+$930K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$904K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$899K

Top Sells

1
+$1.79M
2
+$1.26M
3
+$801K
4
ALGN icon
Align Technology
ALGN
+$789K
5
INTU icon
Intuit
INTU
+$709K

Sector Composition

1 Healthcare 9.84%
2 Financials 8.53%
3 Technology 8.03%
4 Consumer Staples 7.84%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.42M 0.26%
27,263
-5,530
77
$1.36M 0.25%
17,134
-850
78
$1.34M 0.24%
14,125
-950
79
$1.3M 0.24%
24,334
-130
80
$1.3M 0.24%
7,620
+250
81
$1.25M 0.23%
8,366
+125
82
$1.21M 0.22%
8,911
-388
83
$1.16M 0.21%
14,486
+175
84
$1.09M 0.2%
7,170
-101
85
$1.01M 0.18%
5,303
-64
86
$1M 0.18%
8,347
-448
87
$966K 0.17%
7,924
-165
88
$942K 0.17%
90,388
89
$917K 0.17%
5,700
-75
90
$913K 0.17%
11,355
-135
91
$904K 0.16%
71,765
-99,915
92
$891K 0.16%
8,250
-500
93
$890K 0.16%
+11,724
94
$883K 0.16%
20,338
95
$745K 0.13%
6,010
-125
96
$737K 0.13%
10,600
-170
97
$733K 0.13%
4,625
-150
98
$719K 0.13%
5,397
-145
99
$712K 0.13%
14,150
+450
100
$705K 0.13%
6,700
2 3
4
5 6