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
$571M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$872K
3
+$588K
4
SSNC icon
SS&C Technologies
SSNC
+$532K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$479K

Top Sells

1
+$1.01M
2
+$912K
3
+$807K
4
TSCO icon
Tractor Supply
TSCO
+$725K
5
INTU icon
Intuit
INTU
+$572K

Sector Composition

1 Healthcare 9.85%
2 Technology 8.56%
3 Financials 8.2%
4 Consumer Staples 8.03%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$719K 0.13%
4,522
+27
102
$713K 0.12%
10,585
-15
103
$662K 0.12%
4,873
-10
104
$619K 0.11%
9,764
-1,202
105
$619K 0.11%
14,150
106
$590K 0.1%
7,542
107
$575K 0.1%
6,499
-710
108
$564K 0.1%
10,990
-1,571
109
$563K 0.1%
13,004
+241
110
$538K 0.09%
5,010
-1,000
111
$506K 0.09%
6,888
+972
112
$479K 0.08%
8,000
113
$456K 0.08%
3,400
+60
114
$438K 0.08%
6,288
+64
115
$428K 0.08%
3,202
+16
116
$396K 0.07%
4,046
-264
117
$381K 0.07%
3,620
-60
118
$378K 0.07%
8,166
-175
119
$374K 0.07%
8,457
+2
120
$371K 0.07%
24,285
-47,480
121
$366K 0.06%
4,648
122
$365K 0.06%
2,742
+61
123
$356K 0.06%
8,089
-1,875
124
$356K 0.06%
7,116
-1,169
125
$350K 0.06%
5,233
-10
3 4
5
6 7