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
$496M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$786K
2
+$738K
3
+$565K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$514K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$479K

Top Sells

1
+$1.15M
2
+$708K
3
+$438K
4
ISRG icon
Intuitive Surgical
ISRG
+$387K
5
ALGN icon
Align Technology
ALGN
+$377K

Sector Composition

1 Healthcare 10.02%
2 Industrials 8.4%
3 Financials 8.06%
4 Consumer Staples 7.98%
5 Technology 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-7,474
152
– –
-1,768
153
– –
-3,789
3 4 5 6
7