AAM

Autus Asset Management Portfolio holdings

AUM $556M
1-Year Est. Return 15.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$553M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.6M
3
+$945K
4
PYPL icon
PayPal
PYPL
+$930K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$918K

Top Sells

1
+$2.03M
2
+$1.39M
3
+$806K
4
MA icon
Mastercard
MA
+$781K
5
INTU icon
Intuit
INTU
+$688K

Sector Composition

1 Healthcare 9.84%
2 Financials 8.53%
3 Technology 8.03%
4 Consumer Staples 7.84%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-7,008
152
– –
-7,594
153
– –
-3,434
154
– –
-6,450
3 4 5 6
7