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
$360M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.83M
3
+$1.56M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.42M
5
MMM icon
3M
MMM
+$1.31M

Top Sells

1
+$596K
2
+$515K
3
+$502K
4
COST icon
Costco
COST
+$374K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$339K

Sector Composition

1 Consumer Staples 11.15%
2 Healthcare 10.76%
3 Industrials 10.28%
4 Consumer Discretionary 7.62%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.39M 1.5%
47,133
-11
27
$5.3M 1.47%
46,631
-1,135
28
$5.26M 1.46%
113,612
-5,087
29
$5.12M 1.42%
31,969
+1,115
30
$4.88M 1.35%
57,863
-208
31
$4.85M 1.35%
79,543
-1,351
32
$4.84M 1.34%
46,154
+9,508
33
$4.62M 1.28%
94,962
+413
34
$4.36M 1.21%
82,542
-6,418
35
$4.34M 1.21%
40,508
+1,563
36
$4.32M 1.2%
51,806
+10,711
37
$4.32M 1.2%
181,752
-21,150
38
$4.19M 1.16%
112,561
+1,366
39
$4.15M 1.15%
89,552
+12,676
40
$3.79M 1.05%
67,590
+36
41
$3.27M 0.91%
17,276
+1,251
42
$3.22M 0.89%
50,223
+3,913
43
$3.15M 0.87%
57,869
-6,030
44
$3.14M 0.87%
42,809
+4,828
45
$3.07M 0.85%
40,842
-741
46
$2.79M 0.77%
19,733
+11,083
47
$2.75M 0.76%
65,329
-1,985
48
$2.71M 0.75%
37,021
-1,260
49
$2.61M 0.72%
19,650
+906
50
$2.48M 0.69%
24,894
+21,589
1
2
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