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
$496M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$786K
2
+$738K
3
+$565K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$514K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$479K

Top Sells

1
+$1.15M
2
+$708K
3
+$438K
4
ISRG icon
Intuitive Surgical
ISRG
+$387K
5
ALGN icon
Align Technology
ALGN
+$377K

Sector Composition

1 Healthcare 10.02%
2 Industrials 8.4%
3 Financials 8.06%
4 Consumer Staples 7.98%
5 Technology 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26M 5.25%
192,096
+2,034
2
$18.5M 3.73%
448,533
+17,849
3
$16.7M 3.36%
190,339
+5,477
4
$13.9M 2.8%
173,908
-3,186
5
$11.2M 2.26%
275,066
+8,249
6
$10.9M 2.19%
87,854
+540
7
$10.8M 2.18%
122,637
+5,168
8
$10.4M 2.09%
85,438
-517
9
$10.4M 2.09%
287,504
-668
10
$9.74M 1.96%
248,640
+10,797
11
$9.63M 1.94%
197,424
-2,308
12
$8.61M 1.73%
103,422
+3,039
13
$8.57M 1.73%
64,507
-1,105
14
$8.55M 1.72%
53,466
-197
15
$8.51M 1.71%
186,937
+1,472
16
$8.47M 1.71%
20,056
+176
17
$8.32M 1.68%
183,160
-620
18
$8.26M 1.66%
48,760
+438
19
$7.98M 1.61%
76,770
-3,726
20
$7.76M 1.56%
131,554
+2,461
21
$7.42M 1.5%
69,869
+1,472
22
$7.19M 1.45%
54,191
-94
23
$6.91M 1.39%
31,119
+1,175
24
$6.83M 1.38%
47,662
-658
25
$6.75M 1.36%
314,954
+3,206
1
2 3 4 5