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
$637M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$628K
2
+$574K
3
+$456K
4
LHX icon
L3Harris
LHX
+$421K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$372K

Top Sells

1
+$1.2M
2
+$979K
3
+$697K
4
EW icon
Edwards Lifesciences
EW
+$498K
5
INTU icon
Intuit
INTU
+$486K

Sector Composition

1 Healthcare 10.74%
2 Technology 10.41%
3 Consumer Staples 9.02%
4 Industrials 8.05%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.7M 5.13%
212,374
-1,261
2
$23.3M 3.66%
566,714
+4,584
3
$22.2M 3.49%
243,839
+4,074
4
$16M 2.51%
58,906
-3,606
5
$15.3M 2.41%
189,006
+2,228
6
$14.9M 2.35%
266,644
-3,280
7
$14.5M 2.28%
359,976
+9,228
8
$14.5M 2.27%
75,294
-2,469
9
$14M 2.2%
178,992
-4,360
10
$13.8M 2.17%
47,876
-1,620
11
$13M 2.05%
149,604
+7,206
12
$12.3M 1.94%
202,540
-100
13
$12M 1.89%
143,526
-4,004
14
$11.2M 1.76%
42,020
-1,827
15
$11.1M 1.74%
212,373
-1,312
16
$11M 1.73%
117,184
-2,922
17
$10.8M 1.7%
54,736
-2,401
18
$10.7M 1.67%
81,804
-1,422
19
$10.3M 1.62%
49,503
-29
20
$9.7M 1.52%
53,919
-597
21
$9.68M 1.52%
77,699
-5,592
22
$9.67M 1.52%
160,280
+3,240
23
$9.38M 1.47%
34,423
-362
24
$9.19M 1.44%
98,542
-12,816
25
$9.18M 1.44%
104,957
-1,062
1
2 3 4 5