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
$571M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$872K
3
+$588K
4
SSNC icon
SS&C Technologies
SSNC
+$532K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$479K

Top Sells

1
+$1.01M
2
+$912K
3
+$807K
4
TSCO icon
Tractor Supply
TSCO
+$725K
5
INTU icon
Intuit
INTU
+$572K

Sector Composition

1 Healthcare 9.85%
2 Technology 8.56%
3 Financials 8.2%
4 Consumer Staples 8.03%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$341K 0.06%
1,259
-18
127
$316K 0.06%
2,260
+11
128
$309K 0.05%
1,605
129
$304K 0.05%
12,000
130
$300K 0.05%
6,972
-156
131
$277K 0.05%
8,448
+288
132
$273K 0.05%
2,592
-38
133
$272K 0.05%
11,208
-528
134
$268K 0.05%
2,198
135
$263K 0.05%
7,662
-1,235
136
$257K 0.05%
+2,338
137
$254K 0.04%
757
+16
138
$253K 0.04%
+1,305
139
$248K 0.04%
+1,723
140
$244K 0.04%
+2,209
141
$241K 0.04%
9,500
142
$237K 0.04%
4,736
-566
143
$234K 0.04%
4,400
144
$234K 0.04%
1,778
-5
145
$231K 0.04%
3,515
146
$229K 0.04%
+5,496
147
$223K 0.04%
7,785
+213
148
$221K 0.04%
1,141
-25
149
$216K 0.04%
1,377
150
$211K 0.04%
+1,877
3 4 5
6
7