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
$688M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$805K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$718K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$713K

Top Sells

1
+$693K
2
+$317K
3
+$227K
4
LIN icon
Linde
LIN
+$225K
5
COST icon
Costco
COST
+$174K

Sector Composition

1 Technology 11.07%
2 Healthcare 10.61%
3 Consumer Staples 8.54%
4 Financials 8.27%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.68M 1.41%
69,462
+437
27
$9.57M 1.39%
254,683
+12,125
28
$9.32M 1.35%
52,685
+508
29
$9.23M 1.34%
151,112
+2,397
30
$9.22M 1.34%
118,533
-633
31
$9.18M 1.33%
98,909
+367
32
$8.9M 1.29%
106,384
+1,427
33
$8.03M 1.17%
68,887
+406
34
$8.03M 1.17%
45,051
+535
35
$7.99M 1.16%
66,314
+450
36
$7.94M 1.15%
89,672
+426
37
$7.93M 1.15%
44,148
+155
38
$7.48M 1.09%
80,960
+2,140
39
$7.43M 1.08%
64,899
+1,827
40
$6.9M 1%
100,275
-663
41
$6.87M 1%
3,342
+78
42
$6.79M 0.99%
75,036
+1,355
43
$6.65M 0.97%
40,618
+106
44
$6.62M 0.96%
61,180
+3,421
45
$6.5M 0.94%
36,842
+525
46
$6.02M 0.88%
123,436
+1,439
47
$5.99M 0.87%
132,732
+629
48
$5.95M 0.86%
110,960
+9,875
49
$4.96M 0.72%
52,100
+1,670
50
$4.7M 0.68%
147,976
+6,396
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