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
$632M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.03M
3
+$916K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$828K
5
MBB icon
iShares MBS ETF
MBB
+$795K

Top Sells

1
+$2.09M
2
+$2.08M
3
+$1.38M
4
CERN
Cerner Corp
CERN
+$1.15M
5
GS icon
Goldman Sachs
GS
+$887K

Sector Composition

1 Healthcare 10.58%
2 Technology 10.38%
3 Consumer Staples 8.85%
4 Financials 8.34%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.97M 1.42%
157,040
+4,301
27
$8.68M 1.37%
106,019
+4,422
28
$8.67M 1.37%
235,412
+1,018
29
$8.48M 1.34%
28,793
+1,207
30
$8.12M 1.28%
65,268
+94
31
$7.82M 1.24%
67,726
-641
32
$7.76M 1.23%
125,955
-138
33
$7.74M 1.22%
146,366
+9,858
34
$7.63M 1.21%
45,670
+2,569
35
$7.62M 1.2%
68,158
+5,143
36
$7.32M 1.16%
77,360
+3,760
37
$7.25M 1.15%
101,189
+4,202
38
$7M 1.11%
61,744
+2,486
39
$6.74M 1.07%
44,723
-427
40
$6.63M 1.05%
57,935
+6,384
41
$6.57M 1.04%
36,104
+1,473
42
$6.53M 1.03%
74,439
+2,291
43
$6.41M 1.01%
123,585
+580
44
$6.2M 0.98%
85,298
+7,390
45
$5.98M 0.95%
3,192
+91
46
$5.96M 0.94%
39,735
+4,064
47
$5.44M 0.86%
101,775
-450
48
$5.4M 0.85%
133,140
+6,553
49
$4.49M 0.71%
27,362
+5,580
50
$4.48M 0.71%
51,123
-144
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