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
$289M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.66M
3
+$2.19M
4
ABT icon
Abbott
ABT
+$1.87M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$1.31M

Top Sells

1
+$5.65M
2
+$620K
3
+$344K
4
JPM icon
JPMorgan Chase
JPM
+$252K
5
VIVO
Meridian Bioscience Inc
VIVO
+$238K

Sector Composition

1 Consumer Staples 9.69%
2 Healthcare 9.27%
3 Industrials 9.26%
4 Technology 8.15%
5 Financials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.6M 1.59%
38,973
+685
27
$4.57M 1.58%
93,430
+3,238
28
$4.44M 1.54%
65,062
+259
29
$4.43M 1.53%
33,924
+2,486
30
$4.38M 1.51%
29,211
+1,378
31
$4.32M 1.49%
109,902
-1,558
32
$4.17M 1.44%
55,683
+2,088
33
$4.03M 1.4%
104,423
+11,337
34
$3.79M 1.31%
43,750
+5,380
35
$3.58M 1.24%
35,135
+26,116
36
$3.52M 1.22%
108,976
+67,706
37
$2.96M 1.02%
56,333
+8,783
38
$2.94M 1.02%
64,332
+3,483
39
$2.92M 1.01%
204,258
+1,230
40
$2.87M 0.99%
+74,421
41
$2.71M 0.94%
67,818
+28,700
42
$2.69M 0.93%
65,780
+45,730
43
$2.49M 0.86%
21,627
-24
44
$2.46M 0.85%
47,150
+1,805
45
$2.46M 0.85%
13,681
+908
46
$2.29M 0.79%
63,195
+5,847
47
$2.21M 0.77%
34,674
+3,021
48
$2.1M 0.73%
17,709
+4,013
49
$2.09M 0.72%
26,444
+2,336
50
$2.04M 0.71%
45,452
-260
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