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
$496M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$786K
2
+$738K
3
+$565K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$514K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$479K

Top Sells

1
+$1.15M
2
+$708K
3
+$438K
4
ISRG icon
Intuitive Surgical
ISRG
+$387K
5
ALGN icon
Align Technology
ALGN
+$377K

Sector Composition

1 Healthcare 10.02%
2 Industrials 8.4%
3 Financials 8.06%
4 Consumer Staples 7.98%
5 Technology 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$369K 0.07%
9,490
-110
127
$363K 0.07%
5,565
+403
128
$337K 0.07%
2,197
+54
129
$337K 0.07%
1,392
+410
130
$326K 0.07%
12,000
-2,500
131
$306K 0.06%
12,000
+3,000
132
$301K 0.06%
5,956
+90
133
$273K 0.06%
5,132
+482
134
$270K 0.05%
5,200
135
$263K 0.05%
5,987
+1,481
136
$261K 0.05%
1,560
-100
137
$253K 0.05%
1,960
-225
138
$250K 0.05%
4,289
139
$250K 0.05%
2,815
+180
140
$247K 0.05%
8,035
-214
141
$235K 0.05%
2,239
-675
142
$225K 0.05%
7,042
+82
143
$224K 0.05%
+1,217
144
$221K 0.04%
8,766
-2,160
145
$217K 0.04%
3,551
-406
146
$212K 0.04%
7,463
-909
147
$209K 0.04%
6,950
-5,400
148
$200K 0.04%
2,198
149
$152K 0.03%
13,566
-1,010
150
– –
-5,360
3 4 5
6
7