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
$553M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.73M
3
+$930K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$904K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$899K

Top Sells

1
+$1.79M
2
+$1.26M
3
+$801K
4
ALGN icon
Align Technology
ALGN
+$789K
5
INTU icon
Intuit
INTU
+$709K

Sector Composition

1 Healthcare 9.84%
2 Financials 8.53%
3 Technology 8.03%
4 Consumer Staples 7.84%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.6M 5.36%
201,614
+6,333
2
$21.5M 3.89%
486,286
+17,142
3
$18.7M 3.38%
220,380
+8,753
4
$15.6M 2.82%
198,530
+10,147
5
$14M 2.52%
297,008
+6,759
6
$13.3M 2.41%
76,176
-4,572
7
$12.6M 2.28%
82,045
-3,106
8
$12.3M 2.23%
143,725
+10,382
9
$11.9M 2.16%
284,740
-1,072
10
$10.6M 1.92%
283,396
+11,293
11
$10.6M 1.92%
199,598
+2,056
12
$10.5M 1.89%
19,339
-526
13
$10.3M 1.86%
54,557
-19
14
$9.83M 1.78%
56,687
-4,092
15
$9.73M 1.76%
188,700
+2,980
16
$9.55M 1.73%
47,876
-307
17
$8.95M 1.62%
65,031
-4,263
18
$8.83M 1.6%
196,006
+4,141
19
$8.75M 1.58%
115,903
+8,590
20
$8.63M 1.56%
129,956
-3,634
21
$8.27M 1.5%
34,172
+2,467
22
$7.57M 1.37%
55,246
+477
23
$7.49M 1.36%
89,727
-5,464
24
$7.47M 1.35%
303,516
-3,576
25
$7.38M 1.33%
123,098
+342
1
2 3 4 5