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

Top Buys

1
+$5.17M
2
+$3.85M
3
+$2.96M
4
ROP icon
Roper Technologies
ROP
+$2.94M
5
XYL icon
Xylem
XYL
+$2.85M

Top Sells

1
+$4.2M
2
+$4.09M
3
+$3.75M
4
PII icon
Polaris
PII
+$3.38M
5
GS icon
Goldman Sachs
GS
+$1.81M

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
151
$203K 0.03%
4,196
-500
152
– –
-2,631
153
– –
-2,674
154
– –
-5,274
155
– –
-5,116
156
– –
-1,848
157
– –
-2,915
158
– –
-3,205
159
– –
-3,360
160
– –
-2,994
3 4 5 6
7