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
$358M
AUM Growth
-$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$838K
2
+$549K
3
+$508K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$486K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$413K

Top Sells

1
+$5.12M
2
+$1.71M
3
+$705K
4
LH icon
Labcorp
LH
+$204K
5
SBUX icon
Starbucks
SBUX
+$145K

Sector Composition

1 Healthcare 11.05%
2 Consumer Staples 10.68%
3 Industrials 9.97%
4 Technology 7.78%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.32M 1.49%
57,926
+47
27
$5.12M 1.43%
45,721
-910
28
$4.63M 1.29%
61,923
+4,060
29
$4.6M 1.28%
93,688
+4,136
30
$4.58M 1.28%
79,095
-448
31
$4.56M 1.27%
47,221
+1,067
32
$4.51M 1.26%
96,847
+1,885
33
$4.5M 1.26%
52,269
+463
34
$4.33M 1.21%
40,414
-94
35
$4.32M 1.21%
109,457
+1,361
36
$4.22M 1.18%
177,900
-3,852
37
$4.22M 1.18%
80,142
-2,400
38
$4.19M 1.17%
110,346
-2,215
39
$3.68M 1.03%
68,400
+810
40
$3.57M 1%
63,479
+5,610
41
$3.48M 0.97%
52,859
+2,636
42
$3.34M 0.93%
39,717
-1,125
43
$3.23M 0.9%
46,743
+3,934
44
$3.2M 0.89%
21,630
+1,897
45
$3.18M 0.89%
16,853
-423
46
$2.73M 0.76%
28,036
+3,142
47
$2.55M 0.71%
20,032
+382
48
$2.33M 0.65%
37,422
+401
49
$2.28M 0.64%
23,406
+456
50
$2.27M 0.64%
46,842
+134
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