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
$553M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.73M
3
+$930K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$904K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$899K

Top Sells

1
+$1.79M
2
+$1.26M
3
+$801K
4
ALGN icon
Align Technology
ALGN
+$789K
5
INTU icon
Intuit
INTU
+$709K

Sector Composition

1 Healthcare 9.84%
2 Financials 8.53%
3 Technology 8.03%
4 Consumer Staples 7.84%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$349K 0.06%
8,897
-1,860
127
$345K 0.06%
6,407
-118
128
$340K 0.06%
3,680
-209
129
$336K 0.06%
1,277
+10
130
$334K 0.06%
1,605
131
$316K 0.06%
11,736
-1,377
132
$304K 0.06%
12,000
133
$290K 0.05%
2,630
-55
134
$279K 0.05%
8,160
-110
135
$269K 0.05%
7,128
-107
136
$260K 0.05%
2,198
137
$255K 0.05%
4,096
-1,100
138
$247K 0.04%
5,302
-654
139
$243K 0.04%
741
-32
140
$241K 0.04%
9,500
141
$232K 0.04%
1,166
+100
142
$230K 0.04%
1,783
+65
143
$225K 0.04%
7,572
-225
144
$222K 0.04%
4,400
-800
145
$215K 0.04%
3,324
-802
146
$215K 0.04%
3,515
147
$215K 0.04%
1,377
-65
148
$144K 0.03%
12,976
+20
149
– –
-3,000
150
– –
-7,008
3 4 5
6
7