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
$562M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$360K
2
+$301K
3
+$285K
4
XYL icon
Xylem
XYL
+$269K
5
STZ icon
Constellation Brands
STZ
+$250K

Top Sells

1
+$851K
2
+$653K
3
+$639K
4
AAPL icon
Apple
AAPL
+$634K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$573K

Sector Composition

1 Technology 13.29%
2 Healthcare 10.98%
3 Consumer Staples 9.51%
4 Financials 7.25%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$614K 0.11%
1,629
-10
102
$591K 0.11%
3,190
+179
103
$527K 0.09%
16,309
+95
104
$466K 0.08%
6,180
+71
105
$466K 0.08%
1,438
-15
106
$453K 0.08%
6,646
+195
107
$438K 0.08%
3,378
108
$411K 0.07%
7,400
-3,000
109
$406K 0.07%
4,215
-1,070
110
$395K 0.07%
1,600
+58
111
$384K 0.07%
3,000
112
$382K 0.07%
3,365
113
$371K 0.07%
4,000
-149
114
$364K 0.06%
5,818
115
$362K 0.06%
1,209
-205
116
$351K 0.06%
9,403
+299
117
$347K 0.06%
8,650
-475
118
$346K 0.06%
4,038
+64
119
$318K 0.06%
2,700
+805
120
$303K 0.05%
3,974
+237
121
$295K 0.05%
1,837
+78
122
$293K 0.05%
36,534
-7,526
123
$290K 0.05%
1,717
124
$282K 0.05%
519
+16
125
$278K 0.05%
4,019
3 4
5
6 7