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
$637M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$628K
2
+$574K
3
+$456K
4
LHX icon
L3Harris
LHX
+$421K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$372K

Top Sells

1
+$1.2M
2
+$979K
3
+$697K
4
EW icon
Edwards Lifesciences
EW
+$498K
5
INTU icon
Intuit
INTU
+$486K

Sector Composition

1 Healthcare 10.74%
2 Technology 10.41%
3 Consumer Staples 9.02%
4 Industrials 8.05%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$348K 0.05%
1,172
+50
127
$337K 0.05%
2,003
-259
128
$330K 0.05%
3,831
-466
129
$316K 0.05%
2,226
-34
130
$316K 0.05%
5,180
+180
131
$314K 0.05%
4,175
-5
132
$306K 0.05%
3,930
+540
133
$302K 0.05%
3,477
+93
134
$296K 0.05%
11,500
135
$294K 0.05%
11,500
136
$289K 0.05%
3,275
137
$282K 0.04%
722
+94
138
$271K 0.04%
4,648
+356
139
$261K 0.04%
4,352
-30
140
$257K 0.04%
2,700
141
$256K 0.04%
6,741
-114
142
$254K 0.04%
1,473
+45
143
$251K 0.04%
1,168
+34
144
$237K 0.04%
4,164
+33
145
$232K 0.04%
2,595
-165
146
$230K 0.04%
6,677
147
$227K 0.04%
595
+41
148
$223K 0.04%
2,760
-160
149
$208K 0.03%
3,779
+233
150
$202K 0.03%
1,160
-2
3 4 5
6
7