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
$913M
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.27M
3
+$1.18M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.16M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$936K

Top Sells

1
+$1.15M
2
+$852K
3
+$720K
4
BLK icon
Blackrock
BLK
+$643K
5
ISRG icon
Intuitive Surgical
ISRG
+$609K

Sector Composition

1 Technology 13.77%
2 Healthcare 9.87%
3 Financials 8.38%
4 Consumer Staples 7.48%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.6M 5.87%
237,819
+6,811
2
$32.3M 3.54%
627,106
+17,325
3
$30.4M 3.33%
320,006
+12,436
4
$26.7M 2.92%
194,790
-6,218
5
$23.1M 2.53%
424,887
+17,233
6
$22.5M 2.47%
179,820
-9,180
7
$20.9M 2.29%
253,005
+4,847
8
$20.9M 2.29%
70,891
-1,940
9
$18.3M 2%
37,346
-1,117
10
$17.9M 1.96%
49,054
-1,418
11
$17.7M 1.94%
201,366
+9,804
12
$17.5M 1.91%
29,855
-388
13
$17M 1.86%
42,850
-593
14
$16M 1.75%
54,862
-422
15
$15.9M 1.74%
18,215
-735
16
$15.8M 1.73%
102,381
-74
17
$15.7M 1.72%
135,233
-815
18
$14.9M 1.64%
84,995
+542
19
$14.9M 1.63%
48,507
-1,986
20
$14.2M 1.55%
160,737
-1,540
21
$13.8M 1.51%
49,642
-1,345
22
$13.7M 1.5%
215,754
+741
23
$13.7M 1.5%
682,880
-27,040
24
$13.5M 1.48%
78,400
-700
25
$13M 1.42%
32,989
-1,192
1
2 3 4 5