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
$264M
AUM Growth
+$8.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.24M
3
+$1.14M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1M
5
PII icon
Polaris
PII
+$888K

Top Sells

1
+$56.8M
2
+$25.9M
3
+$2.16M
4
VIVO
Meridian Bioscience Inc
VIVO
+$1.68M
5
BAX icon
Baxter International
BAX
+$860K

Sector Composition

1 Healthcare 10.71%
2 Consumer Staples 10.55%
3 Industrials 9.52%
4 Technology 7.98%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.53M 1.72%
85,948
+2,290
27
$4.5M 1.71%
41,671
+1,385
28
$4.46M 1.69%
111,460
-21,525
29
$4.31M 1.63%
80,363
+1,603
30
$4.29M 1.63%
90,192
+3,260
31
$4.2M 1.59%
64,803
+536
32
$3.79M 1.43%
53,595
+3,780
33
$3.74M 1.42%
31,438
+2,706
34
$3.73M 1.41%
38,288
+693
35
$3.26M 1.24%
38,370
+11,791
36
$2.96M 1.12%
60,849
+1,836
37
$2.51M 0.95%
203,028
+27,942
38
$2.41M 0.91%
21,651
-4,676
39
$2.37M 0.9%
47,550
+23,012
40
$2.28M 0.86%
45,345
+272
41
$2.19M 0.83%
12,773
+1,215
42
$1.96M 0.74%
45,712
-230
43
$1.95M 0.74%
41,028
+5,745
44
$1.9M 0.72%
24,108
+5,460
45
$1.86M 0.71%
57,348
+6,722
46
$1.84M 0.7%
40,324
+9,426
47
$1.66M 0.63%
+31,653
48
$1.56M 0.59%
13,696
+1,045
49
$1.54M 0.58%
31,305
+1,290
50
$1.53M 0.58%
39,118
+14,925
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