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
$454M
AUM Growth
+$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$1.5M
3
+$1.21M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$591K
5
NVO icon
Novo Nordisk
NVO
+$523K

Top Sells

1
+$1.55M
2
+$701K
3
+$265K
4
CERN
Cerner Corp
CERN
+$233K
5
WAT icon
Waters Corp
WAT
+$228K

Sector Composition

1 Healthcare 9.08%
2 Industrials 8.98%
3 Consumer Staples 8.32%
4 Financials 8.03%
5 Technology 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.3M 1.39%
85,539
+1,693
27
$6.3M 1.39%
75,026
-824
28
$6.2M 1.37%
52,876
+1,223
29
$6M 1.32%
29,246
+778
30
$5.83M 1.28%
89,118
-117
31
$5.7M 1.26%
80,847
+1,341
32
$5.67M 1.25%
50,133
33
$5.63M 1.24%
73,117
+2,237
34
$5.55M 1.22%
309,708
+29,176
35
$5.38M 1.18%
100,453
+489
36
$5.34M 1.18%
46,299
-1,192
37
$5.18M 1.14%
46,686
+1,831
38
$4.89M 1.08%
127,338
-5,421
39
$4.85M 1.07%
3,308
-28
40
$4.68M 1.03%
149,865
+3,963
41
$4.36M 0.96%
39,529
+3,429
42
$4.33M 0.95%
91,375
-4,925
43
$4.3M 0.95%
78,083
-1,518
44
$3.88M 0.86%
53,018
+2,891
45
$3.86M 0.85%
32,923
+2,666
46
$3.82M 0.84%
46,365
+1,009
47
$3.72M 0.82%
+90,255
48
$3.64M 0.8%
82,062
+5,125
49
$3.59M 0.79%
103,173
+7,541
50
$3.4M 0.75%
29,560
+130
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2
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