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
$603M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$725K
3
+$450K
4
GD icon
General Dynamics
GD
+$437K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$321K

Top Sells

1
+$1.09M
2
+$860K
3
+$785K
4
WFC icon
Wells Fargo
WFC
+$555K
5
ROL icon
Rollins
ROL
+$427K

Sector Composition

1 Healthcare 10.38%
2 Technology 8.77%
3 Financials 8.13%
4 Consumer Staples 8.07%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8M 1.33%
50,165
+1,388
27
$7.69M 1.28%
132,552
-2,772
28
$7.68M 1.27%
62,796
+1,239
29
$7.62M 1.26%
142,777
+1,664
30
$7.51M 1.25%
67,932
+1,877
31
$7.23M 1.2%
306,914
-776
32
$7.17M 1.19%
265,651
-15,842
33
$7.05M 1.17%
91,467
+2,287
34
$6.84M 1.13%
41,684
+1,157
35
$6.81M 1.13%
63,158
+268
36
$6.43M 1.07%
40,001
+423
37
$6.29M 1.04%
44,547
+716
38
$6.27M 1.04%
30,645
+2,136
39
$6.2M 1.03%
92,629
-198
40
$6.15M 1.02%
95,462
-560
41
$6.13M 1.02%
54,331
+724
42
$6.06M 1%
3,055
+12
43
$6.01M 1%
60,000
+720
44
$5.88M 0.98%
39,319
-807
45
$5.87M 0.97%
104,822
+3,250
46
$5.62M 0.93%
108,444
-760
47
$5.53M 0.92%
20,470
-335
48
$5.43M 0.9%
71,222
+570
49
$5.36M 0.89%
88,021
+2,162
50
$5.29M 0.88%
118,880
+2,261
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