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
$327M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$924K
3
+$790K
4
DIS icon
Walt Disney
DIS
+$580K
5
PNQI icon
Invesco NASDAQ Internet ETF
PNQI
+$552K

Top Sells

1
+$6.01M
2
+$1.54M
3
+$795K
4
FOXF icon
Fox Factory Holding Corp
FOXF
+$738K
5
VB icon
Vanguard Small-Cap ETF
VB
+$462K

Sector Composition

1 Consumer Staples 11.11%
2 Healthcare 10.57%
3 Industrials 9.93%
4 Financials 7.77%
5 Technology 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.65M 1.42%
112,822
+917
27
$4.64M 1.42%
56,395
-1,531
28
$4.55M 1.39%
105,050
29
$4.23M 1.29%
178,692
+792
30
$4.21M 1.29%
96,872
+25
31
$4.14M 1.26%
41,946
+1,532
32
$4.03M 1.23%
76,712
-3,430
33
$3.81M 1.16%
74,565
+6,165
34
$3.8M 1.16%
94,574
+886
35
$3.69M 1.13%
53,426
+1,157
36
$3.65M 1.11%
46,236
-985
37
$3.37M 1.03%
65,583
+2,104
38
$3.12M 0.95%
51,983
+5,240
39
$3.04M 0.93%
17,329
+476
40
$3.02M 0.92%
95,391
-14,066
41
$2.79M 0.85%
23,260
+1,630
42
$2.76M 0.84%
30,599
+2,563
43
$2.75M 0.84%
53,251
+392
44
$2.65M 0.81%
39,037
+1,615
45
$2.48M 0.76%
2,007
+120
46
$2.43M 0.74%
23,791
+5,671
47
$2.4M 0.73%
38,525
-1,192
48
$2.3M 0.7%
19,753
-279
49
$2.24M 0.68%
51,036
+4,706
50
$2.08M 0.64%
63,332
-47,014
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