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
$237M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.15M
3
+$1.14M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.14M
5
QCOM icon
Qualcomm
QCOM
+$950K

Top Sells

1
+$2.02M
2
+$1.83M
3
+$682K
4
TPR icon
Tapestry
TPR
+$406K
5
RPAI
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
+$355K

Sector Composition

1 Consumer Staples 11.01%
2 Healthcare 10.9%
3 Industrials 9.53%
4 Consumer Discretionary 8.16%
5 Technology 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$257K 0.11%
4,968
102
$256K 0.11%
2,710
-300
103
$253K 0.11%
9,278
-193
104
$239K 0.1%
1,883
-475
105
$238K 0.1%
2,850
-825
106
$232K 0.1%
7,000
-500
107
$221K 0.09%
4,153
+1
108
$218K 0.09%
2,565
109
$218K 0.09%
8,548
110
$217K 0.09%
2,685
-205
111
$215K 0.09%
2,008
+75
112
$211K 0.09%
1,253
-21
113
$207K 0.09%
+2,225
114
$203K 0.09%
+9,000
115
– –
-5,100
116
– –
-25,117
117
– –
-65,143
118
– –
-10,580
119
– –
-24,890
120
– –
-7,000
1 2 3 4
5