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

Top Buys

1
+$626K
2
+$567K
3
+$473K
4
LHX icon
L3Harris
LHX
+$414K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$381K

Top Sells

1
+$1.16M
2
+$994K
3
+$675K
4
INTU icon
Intuit
INTU
+$503K
5
ECL icon
Ecolab
ECL
+$481K

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
151
$202K 0.03%
+3,966
152
$201K 0.03%
+1,588
153
– –
-4,255
154
– –
-1,351
3 4 5 6
7