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
$237M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.15M
3
+$1.14M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.14M
5
QCOM icon
Qualcomm
QCOM
+$950K

Top Sells

1
+$2.02M
2
+$1.83M
3
+$682K
4
TPR icon
Tapestry
TPR
+$406K
5
RPAI
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
+$355K

Sector Composition

1 Consumer Staples 11.01%
2 Healthcare 10.9%
3 Industrials 9.53%
4 Consumer Discretionary 8.16%
5 Technology 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.1M 6.81%
157,096
+5,629
2
$7.52M 3.18%
190,035
+15,001
3
$6.73M 2.85%
58,469
-1,271
4
$6.34M 2.68%
86,051
+1,363
5
$6.05M 2.56%
187,180
-270
6
$5.94M 2.51%
163,544
+5,364
7
$5.9M 2.49%
87,680
-280
8
$5.8M 2.45%
152,207
+1,050
9
$5.78M 2.44%
72,608
+8,747
10
$5.45M 2.3%
48,365
+2,110
11
$5.43M 2.29%
47,030
-829
12
$5.27M 2.23%
241,743
+6,344
13
$4.95M 2.09%
290,948
+336
14
$4.83M 2.04%
615,249
+145,905
15
$4.77M 2.02%
133,695
-1,683
16
$4.68M 1.98%
276,360
-3,630
17
$4.65M 1.97%
106,960
18
$4.63M 1.96%
40,798
+556
19
$4.57M 1.93%
68,887
+2,130
20
$4.56M 1.93%
59,828
+1,913
21
$4.38M 1.85%
79,431
-1,379
22
$4.15M 1.75%
78,848
-1,170
23
$4.14M 1.75%
45,732
+3,205
24
$4.13M 1.74%
45,049
+6,031
25
$4.12M 1.74%
15,209
+574
1
2 3 4 5