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
$222M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.61M
3
+$6.59M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.23M
5
ACN icon
Accenture
ACN
+$6.09M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.91%
2 Consumer Staples 11.43%
3 Industrials 9.34%
4 Consumer Discretionary 7.72%
5 Technology 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.76M 1.69%
+14,635
27
$3.67M 1.65%
+63,991
28
$3.6M 1.62%
+469,344
29
$3.58M 1.61%
+42,527
30
$3.55M 1.6%
+39,018
31
$3.4M 1.53%
+18,269
32
$3.23M 1.46%
+62,747
33
$3.15M 1.42%
+45,870
34
$2.91M 1.31%
+24,598
35
$2.9M 1.3%
+74,756
36
$2.65M 1.19%
+47,196
37
$2.47M 1.11%
+49,044
38
$2.39M 1.08%
+21,857
39
$2.35M 1.06%
+32,838
40
$2.02M 0.91%
+10,580
41
$1.98M 0.89%
+23,287
42
$1.86M 0.84%
+42,044
43
$1.79M 0.81%
+37,375
44
$1.67M 0.75%
+45,682
45
$1.61M 0.73%
+42,261
46
$1.37M 0.62%
+28,345
47
$1.27M 0.57%
+14,071
48
$1.22M 0.55%
+108,906
49
$1.17M 0.53%
+14,337
50
$1.09M 0.49%
+31,410
1
2
3 4 5