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
$446M
AUM Growth
+$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.48M
3
+$1.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.19M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$797K

Top Sells

1
+$5.58M
2
+$4.82M
3
+$1.81M
4
WFM
Whole Foods Market Inc
WFM
+$887K
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$843K

Sector Composition

1 Healthcare 10.05%
2 Consumer Staples 8.9%
3 Industrials 7.98%
4 Financials 7.24%
5 Technology 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.29M 1.41%
51,653
+164
27
$6.26M 1.4%
52,248
-2,403
28
$6.26M 1.4%
67,398
+12,888
29
$5.96M 1.34%
75,850
+827
30
$5.95M 1.33%
96,300
+2,173
31
$5.86M 1.31%
145,902
-2,847
32
$5.84M 1.31%
50,133
+739
33
$5.83M 1.31%
280,532
+7,780
34
$5.68M 1.27%
70,880
+1,020
35
$5.66M 1.27%
28,468
+1,772
36
$5.61M 1.26%
132,759
+4,458
37
$5.43M 1.22%
52,761
+792
38
$5.29M 1.19%
47,491
+2,053
39
$5.2M 1.17%
99,964
+1,735
40
$4.99M 1.12%
44,855
+1,690
41
$4.91M 1.1%
3,336
+49
42
$4.23M 0.95%
36,100
+4,009
43
$3.66M 0.82%
76,937
+2,461
44
$3.66M 0.82%
30,257
+1,371
45
$3.63M 0.81%
95,632
+38,911
46
$3.53M 0.79%
50,127
+1,492
47
$3.52M 0.79%
79,601
-4,563
48
$3.51M 0.79%
45,356
+2,149
49
$3.48M 0.78%
29,430
-565
50
$3.04M 0.68%
27,002
+2,368
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