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
$606M
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.95M
3
+$3.31M
4
XYL icon
Xylem
XYL
+$3.09M
5
CRM icon
Salesforce
CRM
+$3.03M

Top Sells

1
+$4.48M
2
+$4.2M
3
+$3.99M
4
PII icon
Polaris
PII
+$3.36M
5
ALGN icon
Align Technology
ALGN
+$2M

Sector Composition

1 Healthcare 11.1%
2 Technology 10.06%
3 Consumer Staples 8.7%
4 Industrials 7.97%
5 Financials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$348K 0.06%
4,290
-337
127
$346K 0.06%
6,699
-267
128
$342K 0.06%
1,212
-57
129
$339K 0.06%
35,463
-34,215
130
$324K 0.05%
+3,767
131
$318K 0.05%
7,956
-400
132
$308K 0.05%
4,758
-390
133
$303K 0.05%
4,250
-100
134
$302K 0.05%
5,000
135
$300K 0.05%
3,360
-255
136
$296K 0.05%
6,889
+118
137
$293K 0.05%
11,500
138
$280K 0.05%
2,566
-480
139
$280K 0.05%
2,260
-145
140
$277K 0.05%
1,340
-125
141
$276K 0.05%
4,131
-276
142
$250K 0.04%
3,362
143
$243K 0.04%
4,362
-154
144
$235K 0.04%
6,862
-750
145
$231K 0.04%
1,481
-295
146
$221K 0.04%
2,048
-694
147
$215K 0.04%
4,452
-865
148
$214K 0.04%
2,700
-482
149
$209K 0.03%
1,102
-333
150
$205K 0.03%
539
-100
3 4 5
6
7