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
$393M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$2.84M
3
+$1.81M
4
HAIN icon
Hain Celestial
HAIN
+$1.71M
5
DIS icon
Walt Disney
DIS
+$1.65M

Top Sells

1
+$1.15M
2
+$888K
3
+$607K
4
ROL icon
Rollins
ROL
+$330K
5
NVO icon
Novo Nordisk
NVO
+$257K

Sector Composition

1 Consumer Staples 10.82%
2 Healthcare 10.59%
3 Industrials 9.1%
4 Financials 8%
5 Technology 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.13M 1.3%
55,365
-1,030
27
$5.09M 1.29%
155,651
+8,383
28
$4.98M 1.27%
45,402
-466
29
$4.94M 1.26%
94,514
+17,802
30
$4.94M 1.26%
82,053
+30,070
31
$4.84M 1.23%
79,803
+5,238
32
$4.81M 1.22%
68,913
+15,487
33
$4.54M 1.15%
172,554
-6,138
34
$4.52M 1.15%
43,335
+1,389
35
$4.48M 1.14%
99,700
+5,126
36
$4.3M 1.09%
104,095
-955
37
$4.28M 1.09%
47,625
+1,389
38
$4.26M 1.08%
88,833
-23,989
39
$4.15M 1.06%
39,525
+15,734
40
$3.9M 0.99%
71,691
+6,108
41
$3.86M 0.98%
95,507
+42,256
42
$3.49M 0.89%
35,348
+4,749
43
$3.46M 0.88%
18,525
+1,196
44
$3.44M 0.87%
102,669
+7,278
45
$3.31M 0.84%
32,250
+11,469
46
$2.97M 0.75%
2,327
+320
47
$2.91M 0.74%
37,290
+14,843
48
$2.84M 0.72%
+72,980
49
$2.81M 0.72%
32,757
+9,497
50
$2.74M 0.7%
54,831
+20,863
1
2
3 4 5