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
$477M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.75M
3
+$1.72M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.67M
5
AMZN icon
Amazon
AMZN
+$1.47M

Top Sells

1
+$2.73M
2
+$998K
3
+$881K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$839K
5
MA icon
Mastercard
MA
+$661K

Sector Composition

1 Healthcare 9.05%
2 Industrials 8.88%
3 Consumer Staples 8.24%
4 Financials 7.96%
5 Technology 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.48M 1.36%
29,944
+698
27
$6.4M 1.34%
48,320
-3,621
28
$6.4M 1.34%
77,164
+4,047
29
$6.28M 1.32%
80,404
+5,378
30
$6.13M 1.28%
57,058
+3,402
31
$5.88M 1.23%
51,311
+1,178
32
$5.8M 1.21%
351,333
-165,564
33
$5.76M 1.21%
74,193
-11,346
34
$5.64M 1.18%
3,169
-139
35
$5.48M 1.15%
123,396
-3,942
36
$5.4M 1.13%
45,156
-1,530
37
$5.38M 1.13%
91,503
+128
38
$5.34M 1.12%
311,748
+2,040
39
$5.2M 1.09%
97,481
-2,972
40
$4.82M 1.01%
42,362
+2,833
41
$4.78M 1%
39,382
-6,917
42
$4.62M 0.97%
147,267
-2,598
43
$4.58M 0.96%
88,330
+6,268
44
$4.21M 0.88%
75,639
-2,444
45
$4.15M 0.87%
34,996
+2,073
46
$4.04M 0.85%
21,596
+7,139
47
$3.95M 0.83%
51,160
-1,858
48
$3.94M 0.83%
46,997
+632
49
$3.88M 0.81%
27,870
+4,739
50
$3.87M 0.81%
111,823
+8,650
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