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
$913M
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.27M
3
+$1.18M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.16M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$936K

Top Sells

1
+$1.15M
2
+$852K
3
+$720K
4
BLK icon
Blackrock
BLK
+$643K
5
ISRG icon
Intuitive Surgical
ISRG
+$609K

Sector Composition

1 Technology 13.77%
2 Healthcare 9.87%
3 Financials 8.38%
4 Consumer Staples 7.48%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$905K 0.1%
16,420
+40
102
$897K 0.1%
9,925
+330
103
$871K 0.1%
13,577
+1,515
104
$798K 0.09%
1,864
+1
105
$758K 0.08%
18,100
-64
106
$752K 0.08%
7,258
-823
107
$745K 0.08%
4,142
-20
108
$738K 0.08%
9,362
+189
109
$722K 0.08%
6,279
-222
110
$713K 0.08%
3,004
-130
111
$713K 0.08%
13,265
+1,640
112
$690K 0.08%
3,485
-450
113
$685K 0.08%
12,209
+7
114
$660K 0.07%
14,617
+1,100
115
$624K 0.07%
3,421
116
$589K 0.06%
38,487
+300
117
$583K 0.06%
6,452
+554
118
$547K 0.06%
17,074
-10,499
119
$532K 0.06%
8,445
+1
120
$520K 0.06%
15,194
+1
121
$501K 0.05%
1,421
-249
122
$496K 0.05%
2,633
-1,642
123
$464K 0.05%
8,964
-300
124
$462K 0.05%
7,300
125
$451K 0.05%
4,036
+141
3 4
5
6 7