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
151
$257K 0.03%
3,534
-49
152
$255K 0.03%
1,910
153
$252K 0.03%
12,806
154
$249K 0.03%
1,510
-100
155
$247K 0.03%
964
-166
156
$243K 0.03%
2,731
157
$240K 0.03%
+3,170
158
$229K 0.03%
6,247
159
$228K 0.03%
+7,040
160
$224K 0.02%
+645
161
$221K 0.02%
7,650
162
$221K 0.02%
2,831
-136
163
$218K 0.02%
3,250
-325
164
$215K 0.02%
6,702
+99
165
$215K 0.02%
4,019
166
$213K 0.02%
4,530
-60
167
$211K 0.02%
+3,236
168
$210K 0.02%
2,059
169
$203K 0.02%
+2,389
170
– –
-1,166
171
– –
-4,000
3 4 5 6
7