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
$318M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.08M
3
+$949K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$499K
5
VB icon
Vanguard Small-Cap ETF
VB
+$407K

Top Sells

1
+$2M
2
+$271K
3
+$241K
4
MCD icon
McDonald's
MCD
+$225K
5
PM icon
Philip Morris
PM
+$200K

Sector Composition

1 Consumer Staples 10.34%
2 Healthcare 9.89%
3 Industrials 8.86%
4 Financials 8.28%
5 Technology 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.34M 1.68%
80,894
-32
27
$5.32M 1.67%
105,050
28
$5.11M 1.61%
118,699
+1,050
29
$4.93M 1.55%
47,144
+1,799
30
$4.7M 1.48%
58,071
+1,674
31
$4.68M 1.47%
88,960
+2,130
32
$4.61M 1.45%
66,692
+695
33
$4.43M 1.39%
111,195
-93
34
$4.42M 1.39%
94,549
+402
35
$4.31M 1.36%
202,902
-1,536
36
$4.13M 1.3%
38,945
+1,240
37
$4.11M 1.29%
36,646
+1,447
38
$3.97M 1.25%
67,554
+2,484
39
$3.51M 1.1%
41,095
+1,293
40
$3.5M 1.1%
63,899
+2,623
41
$3.46M 1.09%
76,876
+2,980
42
$3.02M 0.95%
16,025
+1,528
43
$2.87M 0.9%
38,281
+545
44
$2.85M 0.9%
67,314
+2,058
45
$2.7M 0.85%
46,310
+1,630
46
$2.58M 0.81%
41,583
+1,500
47
$2.46M 0.77%
37,981
+955
48
$2.32M 0.73%
18,744
+566
49
$2.29M 0.72%
30,788
+1,052
50
$2.23M 0.7%
47,487
+299
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