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
$496M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$786K
2
+$738K
3
+$565K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$514K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$479K

Top Sells

1
+$1.15M
2
+$708K
3
+$438K
4
ISRG icon
Intuitive Surgical
ISRG
+$387K
5
ALGN icon
Align Technology
ALGN
+$377K

Sector Composition

1 Healthcare 10.02%
2 Industrials 8.4%
3 Financials 8.06%
4 Consumer Staples 7.98%
5 Technology 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$653K 0.13%
8,800
-3,490
102
$641K 0.13%
7,604
-910
103
$625K 0.13%
6,900
-25
104
$622K 0.13%
24,680
-17,372
105
$617K 0.12%
7,334
+45
106
$616K 0.12%
11,855
+279
107
$601K 0.12%
15,847
-1,605
108
$596K 0.12%
11,038
+120
109
$590K 0.12%
9,025
110
$585K 0.12%
3,970
+170
111
$574K 0.12%
7,192
112
$567K 0.11%
9,060
+515
113
$562K 0.11%
3,960
+220
114
$547K 0.11%
9,000
-2,000
115
$542K 0.11%
6,736
-1,040
116
$533K 0.11%
12,873
+630
117
$521K 0.11%
4,058
+230
118
$499K 0.1%
15,948
-791
119
$474K 0.1%
3,662
-105
120
$470K 0.09%
6,825
+85
121
$462K 0.09%
3,142
-230
122
$411K 0.08%
3,468
-2,597
123
$405K 0.08%
8,450
-300
124
$389K 0.08%
2,755
+155
125
$374K 0.08%
5,547
+26
3 4
5
6 7