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
$256M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$4.14M
3
+$1.21M
4
WFM
Whole Foods Market Inc
WFM
+$1.11M
5
ECL icon
Ecolab
ECL
+$1.01M

Top Sells

1
+$2.32M
2
+$1.65M
3
+$1.6M
4
ISRG icon
Intuitive Surgical
ISRG
+$658K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$503K

Sector Composition

1 Consumer Staples 11.15%
2 Healthcare 10.56%
3 Industrials 9.68%
4 Technology 8.17%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$258K 0.1%
8,867
-411
102
$234K 0.09%
9,000
103
$233K 0.09%
6,100
-900
104
$231K 0.09%
1,253
105
$231K 0.09%
2,585
-100
106
$230K 0.09%
3,933
-1,035
107
$226K 0.09%
2,123
+115
108
$223K 0.09%
+2,491
109
$220K 0.09%
2,565
110
$220K 0.09%
1,658
-225
111
$219K 0.09%
8,256
-292
112
$217K 0.08%
2,150
-75
113
$207K 0.08%
+5,270
114
$200K 0.08%
+1,820
115
– –
-2,850
116
– –
-3,317
117
– –
-4,153
118
– –
-5,966
119
– –
-50,089
120
– –
-11,760
121
– –
-19,050
1 2 3 4
5