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
$637M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$628K
2
+$574K
3
+$456K
4
LHX icon
L3Harris
LHX
+$421K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$372K

Top Sells

1
+$1.2M
2
+$979K
3
+$697K
4
EW icon
Edwards Lifesciences
EW
+$498K
5
INTU icon
Intuit
INTU
+$486K

Sector Composition

1 Healthcare 10.74%
2 Technology 10.41%
3 Consumer Staples 9.02%
4 Industrials 8.05%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.49M 0.23%
22,207
+89
77
$1.45M 0.23%
23,820
-1,380
78
$1.42M 0.22%
6,588
-112
79
$1.41M 0.22%
10,110
+649
80
$1.27M 0.2%
15,066
-75
81
$1.23M 0.19%
7,680
-7
82
$1.18M 0.18%
16,657
-1,090
83
$1.1M 0.17%
19,079
-405
84
$1.06M 0.17%
19,443
+280
85
$1.04M 0.16%
9,639
+2,244
86
$1.04M 0.16%
4,794
-50
87
$1.02M 0.16%
8,891
-434
88
$1.01M 0.16%
4,098
-72
89
$1.01M 0.16%
6,665
-55
90
$964K 0.15%
4,160
+726
91
$955K 0.15%
7,446
-20
92
$938K 0.15%
5,597
+510
93
$936K 0.15%
36,218
94
$909K 0.14%
17,050
-400
95
$805K 0.13%
10,836
96
$794K 0.12%
11,348
+555
97
$781K 0.12%
4,052
+13
98
$761K 0.12%
6,371
+8
99
$747K 0.12%
4,920
-119
100
$743K 0.12%
10,510
-50
2 3
4
5 6