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
$521M
AUM Growth
-$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$716K
2
+$619K
3
+$550K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$461K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$414K

Top Sells

1
+$6.43M
2
+$1.37M
3
+$1.26M
4
SLB icon
SLB Limited
SLB
+$1.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.06M

Sector Composition

1 Healthcare 10.5%
2 Consumer Staples 8.74%
3 Financials 8.22%
4 Technology 8.08%
5 Consumer Discretionary 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.47M 1.43%
68,188
+256
27
$7.33M 1.41%
85,692
-2,000
28
$6.92M 1.33%
63,660
+864
29
$6.65M 1.28%
130,299
-2,253
30
$6.58M 1.26%
49,813
-352
31
$6.38M 1.22%
46,165
+4,481
32
$6.34M 1.22%
96,385
+4,918
33
$6.23M 1.2%
270,670
-36,244
34
$6.17M 1.18%
59,375
-3,783
35
$6.13M 1.18%
254,799
-10,852
36
$5.65M 1.09%
44,608
+61
37
$5.51M 1.06%
72,051
+829
38
$5.49M 1.05%
56,252
+1,921
39
$5.46M 1.05%
91,652
-977
40
$5.37M 1.03%
125,755
+2,204
41
$5.29M 1.02%
102,464
-5,980
42
$5.26M 1.01%
3,052
-3
43
$5.24M 1.01%
117,117
+12,295
44
$5.17M 0.99%
32,863
+2,218
45
$5.16M 0.99%
119,845
+965
46
$4.96M 0.95%
38,871
-448
47
$4.91M 0.94%
93,617
-1,845
48
$4.91M 0.94%
65,320
+5,320
49
$4.68M 0.9%
20,705
+235
50
$4.34M 0.83%
51,624
+67
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