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
$562M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$360K
2
+$301K
3
+$285K
4
XYL icon
Xylem
XYL
+$269K
5
STZ icon
Constellation Brands
STZ
+$250K

Top Sells

1
+$851K
2
+$653K
3
+$639K
4
AAPL icon
Apple
AAPL
+$634K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$573K

Sector Composition

1 Technology 13.29%
2 Healthcare 10.98%
3 Consumer Staples 9.51%
4 Financials 7.25%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.4M 5.59%
178,439
-2,216
2
$19.4M 3.46%
476,214
-7,674
3
$18.3M 3.26%
134,116
-4,638
4
$18M 3.2%
224,472
+2,837
5
$14.5M 2.58%
189,636
-6,564
6
$13.6M 2.42%
48,999
-889
7
$13.6M 2.41%
123,920
-3,100
8
$13.5M 2.4%
323,872
-7,622
9
$13.3M 2.37%
27,832
-1,363
10
$13.2M 2.35%
179,013
+3,875
11
$12M 2.13%
78,085
-1,440
12
$11.3M 2.02%
35,941
-567
13
$11.1M 1.98%
102,380
-787
14
$10.8M 1.92%
74,594
-312
15
$10.5M 1.87%
126,102
-1,213
16
$9.68M 1.72%
35,442
-800
17
$8.93M 1.59%
23,160
-517
18
$8.76M 1.56%
181,899
+2,237
19
$8.58M 1.53%
23,446
+10
20
$8.49M 1.51%
74,489
+1,738
21
$8.26M 1.47%
162,845
-358
22
$8.13M 1.45%
15,836
+173
23
$7.81M 1.39%
12,819
-47
24
$7.61M 1.36%
74,505
+380
25
$7.43M 1.32%
37,041
-82
1
2 3 4 5