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
$548M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$690K
3
+$645K
4
BHP icon
BHP
BHP
+$630K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$468K

Top Sells

1
+$18.1M
2
+$2.15M
3
+$882K
4
ALGN icon
Align Technology
ALGN
+$761K
5
JCI icon
Johnson Controls International
JCI
+$564K

Sector Composition

1 Healthcare 9.87%
2 Financials 8.67%
3 Consumer Staples 7.94%
4 Technology 7.81%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$345K 0.06%
4,126
-27
127
$338K 0.06%
1,267
-33
128
$334K 0.06%
6,087
+100
129
$331K 0.06%
8,270
-180
130
$324K 0.06%
2,685
-95
131
$318K 0.06%
1,605
+45
132
$304K 0.06%
12,000
133
$302K 0.06%
5,956
-30
134
$302K 0.06%
1,712
+252
135
$278K 0.05%
7,235
-663
136
$261K 0.05%
5,200
137
$261K 0.05%
7,594
-37
138
$256K 0.05%
7,797
-3,075
139
$248K 0.05%
1,442
-75
140
$241K 0.04%
+9,500
141
$236K 0.04%
3,000
-6,025
142
$235K 0.04%
1,718
+78
143
$228K 0.04%
+773
144
$225K 0.04%
+3,515
145
$220K 0.04%
+3,434
146
$213K 0.04%
+2,198
147
$212K 0.04%
6,450
-500
148
$207K 0.04%
+7,008
149
$206K 0.04%
1,066
-55
150
$162K 0.03%
12,956
-610
3 4 5
6
7