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
$913M
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.27M
3
+$1.18M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.16M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$936K

Top Sells

1
+$1.15M
2
+$852K
3
+$720K
4
BLK icon
Blackrock
BLK
+$643K
5
ISRG icon
Intuitive Surgical
ISRG
+$609K

Sector Composition

1 Technology 13.77%
2 Healthcare 9.87%
3 Financials 8.38%
4 Consumer Staples 7.48%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.86M 0.2%
5,855
-28
77
$1.8M 0.2%
14,760
-1,420
78
$1.79M 0.2%
10,805
+45
79
$1.71M 0.19%
15,929
-25
80
$1.6M 0.18%
5,897
-132
81
$1.5M 0.16%
6,546
+150
82
$1.49M 0.16%
15,474
-1,925
83
$1.45M 0.16%
4,548
-45
84
$1.43M 0.16%
16,682
+227
85
$1.31M 0.14%
8,470
+217
86
$1.31M 0.14%
16,264
-8,951
87
$1.27M 0.14%
+61,803
88
$1.24M 0.14%
4,780
+9
89
$1.17M 0.13%
4,750
+80
90
$1.1M 0.12%
9,717
-450
91
$1.08M 0.12%
3,479
-46
92
$1.08M 0.12%
17,864
-15
93
$1.02M 0.11%
7,113
+50
94
$1.01M 0.11%
12,326
95
$1.01M 0.11%
24,935
+2,203
96
$1M 0.11%
6,309
-85
97
$956K 0.1%
3,044
-6
98
$949K 0.1%
5,730
-1
99
$926K 0.1%
4,717
+30
100
$916K 0.1%
16,925
+101
2 3
4
5 6