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
$571M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$872K
3
+$588K
4
SSNC icon
SS&C Technologies
SSNC
+$532K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$479K

Top Sells

1
+$1.01M
2
+$912K
3
+$807K
4
TSCO icon
Tractor Supply
TSCO
+$725K
5
INTU icon
Intuit
INTU
+$572K

Sector Composition

1 Healthcare 9.85%
2 Technology 8.56%
3 Financials 8.2%
4 Consumer Staples 8.03%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.6M 5.54%
203,216
+1,602
2
$21.3M 3.74%
497,442
+11,156
3
$18.7M 3.28%
224,042
+3,662
4
$15.4M 2.7%
197,403
-1,127
5
$14.1M 2.46%
71,537
-4,639
6
$13.3M 2.32%
81,087
-958
7
$12.9M 2.26%
279,000
-5,740
8
$12.8M 2.24%
302,908
+5,900
9
$12M 2.1%
140,998
-2,727
10
$11.6M 2.03%
199,696
+98
11
$11.2M 1.95%
53,377
-1,180
12
$11M 1.93%
53,886
-2,801
13
$10.5M 1.84%
278,835
-4,561
14
$10.5M 1.84%
188,020
-680
15
$10.2M 1.78%
127,453
-2,503
16
$9.85M 1.72%
61,740
-3,291
17
$9.84M 1.72%
120,782
+4,879
18
$9.54M 1.67%
19,106
-233
19
$9.01M 1.58%
199,635
+3,629
20
$8.96M 1.57%
47,978
+102
21
$8.55M 1.5%
34,279
+107
22
$7.79M 1.36%
74,339
+2,049
23
$7.78M 1.36%
61,557
+497
24
$7.75M 1.36%
127,113
+4,015
25
$7.73M 1.35%
55,085
-161
1
2 3 4 5