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
$553M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.73M
3
+$930K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$904K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$899K

Top Sells

1
+$1.79M
2
+$1.26M
3
+$801K
4
ALGN icon
Align Technology
ALGN
+$789K
5
INTU icon
Intuit
INTU
+$709K

Sector Composition

1 Healthcare 9.84%
2 Financials 8.53%
3 Technology 8.03%
4 Consumer Staples 7.84%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$690K 0.12%
4,495
-70
102
$685K 0.12%
12,561
-315
103
$679K 0.12%
4,883
+25
104
$674K 0.12%
10,966
-258
105
$669K 0.12%
7,335
-2,071
106
$623K 0.11%
7,209
-580
107
$621K 0.11%
14,476
-1,454
108
$616K 0.11%
12,763
-235
109
$592K 0.11%
7,542
+500
110
$480K 0.09%
8,000
-1,000
111
$467K 0.08%
3,186
-890
112
$456K 0.08%
9,964
-2,040
113
$455K 0.08%
3,340
-5
114
$436K 0.08%
5,916
+318
115
$418K 0.08%
8,285
-2,095
116
$409K 0.07%
2,298
-395
117
$402K 0.07%
4,310
-1,941
118
$391K 0.07%
2,808
-1,000
119
$381K 0.07%
8,455
-1,650
120
$372K 0.07%
8,341
-609
121
$369K 0.07%
6,224
+137
122
$368K 0.07%
4,648
-63
123
$365K 0.07%
5,243
-347
124
$365K 0.07%
+1,601
125
$349K 0.06%
2,249
3 4
5
6 7