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
$637M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$628K
2
+$574K
3
+$456K
4
LHX icon
L3Harris
LHX
+$421K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$372K

Top Sells

1
+$1.2M
2
+$979K
3
+$697K
4
EW icon
Edwards Lifesciences
EW
+$498K
5
INTU icon
Intuit
INTU
+$486K

Sector Composition

1 Healthcare 10.74%
2 Technology 10.41%
3 Consumer Staples 9.02%
4 Industrials 8.05%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$724K 0.11%
8,993
102
$690K 0.11%
13,403
-1,169
103
$685K 0.11%
30,164
-5,463
104
$659K 0.1%
4,508
+215
105
$646K 0.1%
3,585
+35
106
$627K 0.1%
7,228
+705
107
$589K 0.09%
11,910
+1,108
108
$583K 0.09%
6,505
-15
109
$567K 0.09%
7,018
+19
110
$539K 0.08%
3,448
+45
111
$538K 0.08%
7,194
+17
112
$511K 0.08%
7,845
+2,638
113
$496K 0.08%
12,136
-5
114
$467K 0.07%
4,245
-400
115
$460K 0.07%
2,828
116
$436K 0.07%
7,904
+102
117
$432K 0.07%
2,227
-340
118
$421K 0.07%
8,890
-50
119
$421K 0.07%
+2,022
120
$420K 0.07%
11,800
121
$406K 0.06%
43,088
-77
122
$402K 0.06%
26,812
-3,000
123
$367K 0.06%
3,071
-35
124
$363K 0.06%
8,059
125
$354K 0.06%
2,997
+500
3 4
5
6 7