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
$913M
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.27M
3
+$1.18M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.16M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$936K

Top Sells

1
+$1.15M
2
+$852K
3
+$720K
4
BLK icon
Blackrock
BLK
+$643K
5
ISRG icon
Intuitive Surgical
ISRG
+$609K

Sector Composition

1 Technology 13.77%
2 Healthcare 9.87%
3 Financials 8.38%
4 Consumer Staples 7.48%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$436K 0.05%
6,080
-2,214
127
$436K 0.05%
7,156
+301
128
$410K 0.04%
43,533
+2,650
129
$403K 0.04%
7,060
130
$389K 0.04%
3,000
131
$370K 0.04%
1,600
-15
132
$370K 0.04%
2,510
133
$355K 0.04%
6,715
-193
134
$342K 0.04%
1,404
135
$341K 0.04%
4,000
136
$319K 0.03%
1,475
-315
137
$318K 0.03%
1,360
+10
138
$316K 0.03%
4,054
-107
139
$312K 0.03%
4,803
140
$302K 0.03%
4,385
-189
141
$295K 0.03%
1,628
142
$295K 0.03%
11,500
143
$293K 0.03%
2,520
-102
144
$289K 0.03%
1,748
-114
145
$285K 0.03%
3,603
146
$285K 0.03%
2,170
-65
147
$283K 0.03%
2,875
-35
148
$279K 0.03%
552
149
$270K 0.03%
2,582
+100
150
$268K 0.03%
709
3 4 5
6
7