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
$606M
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.95M
3
+$3.31M
4
XYL icon
Xylem
XYL
+$3.09M
5
CRM icon
Salesforce
CRM
+$3.03M

Top Sells

1
+$4.48M
2
+$4.2M
3
+$3.99M
4
PII icon
Polaris
PII
+$3.36M
5
ALGN icon
Align Technology
ALGN
+$2M

Sector Composition

1 Healthcare 11.1%
2 Technology 10.06%
3 Consumer Staples 8.7%
4 Industrials 7.97%
5 Financials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.62M 0.27%
27,540
-2,600
77
$1.55M 0.26%
9,388
+2,295
78
$1.5M 0.25%
21,920
-1,317
79
$1.5M 0.25%
18,561
-2,000
80
$1.35M 0.22%
6,710
-1,416
81
$1.27M 0.21%
5,231
-1,088
82
$1.22M 0.2%
15,074
+150
83
$1.21M 0.2%
+8,726
84
$1.19M 0.2%
7,850
-275
85
$1.16M 0.19%
9,811
-538
86
$1.15M 0.19%
20,166
-73,451
87
$1.08M 0.18%
19,599
-155
88
$1.06M 0.18%
6,942
-138
89
$1.05M 0.17%
11,000
+4,350
90
$1M 0.17%
+5,082
91
$976K 0.16%
4,940
-85
92
$974K 0.16%
9,725
+1,900
93
$897K 0.15%
7,260
-225
94
$897K 0.15%
19,149
-286
95
$887K 0.15%
4,612
-9,379
96
$868K 0.14%
17,500
+4,000
97
$860K 0.14%
4,987
+465
98
$833K 0.14%
4,234
-318
99
$808K 0.13%
5,037
-270
100
$759K 0.13%
6,328
-739
2 3
4
5 6