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
$571M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$872K
3
+$588K
4
SSNC icon
SS&C Technologies
SSNC
+$532K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$479K

Top Sells

1
+$1.01M
2
+$912K
3
+$807K
4
TSCO icon
Tractor Supply
TSCO
+$725K
5
INTU icon
Intuit
INTU
+$572K

Sector Composition

1 Healthcare 9.85%
2 Technology 8.56%
3 Financials 8.2%
4 Consumer Staples 8.03%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.4M 0.24%
7,700
+80
77
$1.37M 0.24%
14,760
+635
78
$1.33M 0.23%
17,089
-45
79
$1.24M 0.22%
8,647
-264
80
$1.24M 0.22%
22,330
-18,150
81
$1.22M 0.21%
5,582
+3,981
82
$1.2M 0.21%
24,114
-3,149
83
$1.16M 0.2%
7,105
-65
84
$1.15M 0.2%
14,559
+73
85
$1.1M 0.19%
7,722
-644
86
$1.08M 0.19%
20,368
-3,966
87
$1.06M 0.19%
10,743
+3,408
88
$986K 0.17%
8,119
-228
89
$973K 0.17%
4,764
-539
90
$946K 0.17%
8,150
-100
91
$938K 0.16%
7,112
-812
92
$897K 0.16%
20,450
+112
93
$891K 0.16%
5,275
-425
94
$835K 0.15%
6,709
+9
95
$806K 0.14%
10,228
-1,127
96
$798K 0.14%
18,551
+4,075
97
$793K 0.14%
78,780
-11,608
98
$778K 0.14%
4,585
-40
99
$759K 0.13%
3,892
+1,594
100
$734K 0.13%
5,427
+30
2 3
4
5 6