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
$562M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$360K
2
+$301K
3
+$285K
4
XYL icon
Xylem
XYL
+$269K
5
STZ icon
Constellation Brands
STZ
+$250K

Top Sells

1
+$851K
2
+$653K
3
+$639K
4
AAPL icon
Apple
AAPL
+$634K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$573K

Sector Composition

1 Technology 13.29%
2 Healthcare 10.98%
3 Consumer Staples 9.51%
4 Financials 7.25%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.08M 0.19%
21,708
+541
77
$1.07M 0.19%
10,062
-14
78
$1.06M 0.19%
16,855
-15
79
$1.01M 0.18%
9,700
-1,717
80
$978K 0.17%
12,290
-600
81
$961K 0.17%
9,446
+2,022
82
$943K 0.17%
16,920
-1,224
83
$905K 0.16%
6,311
-2,149
84
$865K 0.15%
27,445
-103
85
$862K 0.15%
11,169
+907
86
$861K 0.15%
19,035
+280
87
$855K 0.15%
4,301
-307
88
$850K 0.15%
5,017
89
$842K 0.15%
3,702
+287
90
$815K 0.15%
7,528
-693
91
$798K 0.14%
7,320
-1,720
92
$793K 0.14%
4,851
+349
93
$787K 0.14%
8,376
+835
94
$762K 0.14%
2,778
+51
95
$754K 0.13%
15,366
-305
96
$679K 0.12%
6,825
+621
97
$664K 0.12%
28,627
98
$644K 0.11%
2,612
-91
99
$632K 0.11%
8,226
-1,688
100
$622K 0.11%
453,969
-69,165
2 3
4
5 6