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
$548M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$690K
3
+$645K
4
BHP icon
BHP
BHP
+$630K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$468K

Top Sells

1
+$18.1M
2
+$2.15M
3
+$882K
4
ALGN icon
Align Technology
ALGN
+$761K
5
JCI icon
Johnson Controls International
JCI
+$564K

Sector Composition

1 Healthcare 9.87%
2 Financials 8.67%
3 Consumer Staples 7.94%
4 Technology 7.81%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.9M 5.26%
195,281
-965
2
$21M 3.84%
469,144
+10,202
3
$18.5M 3.37%
211,627
+15,127
4
$14.9M 2.72%
188,383
+8,134
5
$13.3M 2.43%
290,249
+7,890
6
$13M 2.38%
85,151
-1,239
7
$12.2M 2.23%
80,748
-2,289
8
$12.1M 2.21%
285,812
-4,440
9
$11.6M 2.12%
133,343
+4,286
10
$10.4M 1.89%
272,103
+12,283
11
$10.2M 1.86%
19,865
-74
12
$10.2M 1.85%
54,576
+490
13
$10.1M 1.84%
197,542
+542
14
$9.72M 1.77%
185,720
+420
15
$9.59M 1.75%
60,779
-2,766
16
$9.55M 1.74%
48,183
-10
17
$9.39M 1.71%
191,865
+1,807
18
$8.9M 1.62%
107,313
+1,551
19
$8.43M 1.54%
69,294
-148,596
20
$8.36M 1.52%
133,590
-108
21
$8.24M 1.5%
307,092
-4,680
22
$7.79M 1.42%
62,196
+1,714
23
$7.78M 1.42%
31,705
+117
24
$7.65M 1.4%
45,853
-1,117
25
$7.56M 1.38%
70,327
+180
1
2 3 4 5