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
$520M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$706K
3
+$586K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$570K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$542K

Top Sells

1
+$1.05M
2
+$868K
3
+$339K
4
IBMF
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
+$326K
5
ALGN icon
Align Technology
ALGN
+$277K

Sector Composition

1 Healthcare 9.93%
2 Financials 8.35%
3 Industrials 8.06%
4 Consumer Staples 7.76%
5 Technology 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.92M 1.33%
70,147
+278
27
$6.81M 1.31%
332,057
-10,742
28
$6.75M 1.3%
128,204
+4,278
29
$6.75M 1.3%
136,346
+861
30
$6.69M 1.29%
91,873
+1,708
31
$6.58M 1.26%
123,241
-907
32
$6.55M 1.26%
91,911
+813
33
$6.32M 1.22%
55,679
+1,660
34
$6.2M 1.19%
97,287
+661
35
$6.17M 1.19%
45,444
+197
36
$5.98M 1.15%
85,769
+2,664
37
$5.9M 1.13%
73,133
+456
38
$5.89M 1.13%
50,624
+4,566
39
$5.62M 1.08%
3,072
+2
40
$5.46M 1.05%
86,973
-983
41
$5.42M 1.04%
75,696
-1,638
42
$5.33M 1.02%
146,271
+324
43
$5.16M 0.99%
36,930
+1,239
44
$5.07M 0.97%
39,171
-1,754
45
$4.93M 0.95%
23,992
+973
46
$4.92M 0.94%
46,978
-350
47
$4.77M 0.92%
32,468
+990
48
$4.3M 0.83%
78,017
+2,796
49
$4.3M 0.83%
45,028
+3,560
50
$4.02M 0.77%
125,060
+566
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