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
$606M
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.95M
3
+$3.31M
4
XYL icon
Xylem
XYL
+$3.09M
5
CRM icon
Salesforce
CRM
+$3.03M

Top Sells

1
+$4.48M
2
+$4.2M
3
+$3.99M
4
PII icon
Polaris
PII
+$3.36M
5
ALGN icon
Align Technology
ALGN
+$2M

Sector Composition

1 Healthcare 11.1%
2 Technology 10.06%
3 Consumer Staples 8.7%
4 Industrials 7.97%
5 Financials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.9M 5.26%
208,803
-962
2
$21.5M 3.55%
526,046
+21,162
3
$20.2M 3.33%
232,209
+936
4
$15.2M 2.5%
64,456
-1,948
5
$14.7M 2.42%
184,095
-2,940
6
$14.3M 2.35%
189,566
+582
7
$14.1M 2.32%
331,281
+8,677
8
$13.7M 2.26%
77,991
-2,448
9
$12.9M 2.13%
271,620
-380
10
$12.2M 2.01%
141,007
+3,215
11
$12M 1.99%
49,765
-1,560
12
$11.9M 1.96%
45,506
-3,479
13
$11.8M 1.94%
147,336
+20,508
14
$11.7M 1.92%
198,740
+9,980
15
$10.6M 1.74%
211,242
+10,623
16
$10.3M 1.7%
54,276
-1,374
17
$10.2M 1.68%
57,646
+996
18
$10.1M 1.67%
120,286
-3,858
19
$10M 1.65%
49,862
+1,406
20
$9.98M 1.65%
114,834
-10,103
21
$9.14M 1.51%
82,286
+4,951
22
$9.03M 1.49%
152,739
+9,109
23
$8.73M 1.44%
20,439
+496
24
$8.57M 1.41%
234,394
-1,976
25
$8.56M 1.41%
85,017
-675
1
2 3 4 5