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
$256M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$4.14M
3
+$1.21M
4
WFM
Whole Foods Market Inc
WFM
+$1.11M
5
ECL icon
Ecolab
ECL
+$1.01M

Top Sells

1
+$2.32M
2
+$1.65M
3
+$1.6M
4
ISRG icon
Intuitive Surgical
ISRG
+$658K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$503K

Sector Composition

1 Consumer Staples 11.15%
2 Healthcare 10.56%
3 Industrials 9.68%
4 Technology 8.17%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 6.79%
157,915
+819
2
$8.33M 3.26%
199,902
+9,867
3
$7.04M 2.75%
842,900
+755,220
4
$7.01M 2.74%
85,312
-739
5
$6.83M 2.67%
57,419
-1,050
6
$6.68M 2.61%
239,454
-2,289
7
$6.67M 2.61%
153,404
+1,197
8
$6.53M 2.55%
81,829
+9,221
9
$6.47M 2.53%
187,818
+638
10
$6.3M 2.46%
160,146
-3,398
11
$5.83M 2.28%
290,892
-56
12
$5.72M 2.24%
106,483
-477
13
$5.68M 2.22%
633,167
+17,918
14
$5.5M 2.15%
47,335
+305
15
$5.17M 2.02%
46,567
+835
16
$5.16M 2.02%
1,397,150
+1,120,790
17
$5.15M 2.01%
67,502
-1,385
18
$5.05M 1.97%
45,945
-2,420
19
$5.03M 1.97%
59,781
-47
20
$5.02M 1.96%
132,985
-710
21
$4.98M 1.95%
42,038
+1,240
22
$4.94M 1.93%
85,449
+19,130
23
$4.78M 1.87%
15,107
-102
24
$4.68M 1.83%
26,488
+1,018
25
$4.59M 1.79%
49,378
+4,329
1
2 3 4 5