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
$548M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$690K
3
+$645K
4
BHP icon
BHP
BHP
+$630K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$468K

Top Sells

1
+$18.1M
2
+$2.15M
3
+$882K
4
ALGN icon
Align Technology
ALGN
+$761K
5
JCI icon
Johnson Controls International
JCI
+$564K

Sector Composition

1 Healthcare 9.87%
2 Financials 8.67%
3 Consumer Staples 7.94%
4 Technology 7.81%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$695K 0.13%
7,789
+480
102
$691K 0.13%
4,858
+179
103
$677K 0.12%
11,224
+196
104
$670K 0.12%
3,808
-150
105
$620K 0.11%
6,251
-923
106
$612K 0.11%
12,998
+100
107
$611K 0.11%
15,930
-594
108
$599K 0.11%
10,105
-1,949
109
$598K 0.11%
4,076
-18
110
$568K 0.1%
12,004
-3,881
111
$557K 0.1%
7,042
112
$556K 0.1%
10,380
113
$542K 0.1%
9,000
114
$511K 0.09%
2,693
-172
115
$488K 0.09%
3,345
+133
116
$431K 0.08%
8,950
117
$416K 0.08%
5,598
+60
118
$414K 0.08%
10,757
-4,140
119
$393K 0.07%
5,590
+55
120
$392K 0.07%
+6,525
121
$385K 0.07%
13,113
+1,389
122
$385K 0.07%
3,889
+216
123
$379K 0.07%
4,711
-39
124
$377K 0.07%
5,196
-235
125
$352K 0.06%
2,249
-17
3 4
5
6 7