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
$568M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$2.95M
3
+$877K
4
VB icon
Vanguard Small-Cap ETF
VB
+$733K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$687K

Top Sells

1
+$3.43M
2
+$3.24M
3
+$2.46M
4
EOG icon
EOG Resources
EOG
+$908K
5
AAPL icon
Apple
AAPL
+$714K

Sector Composition

1 Technology 11.79%
2 Healthcare 11.24%
3 Consumer Staples 9.35%
4 Financials 7.97%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.33M 1.46%
85,400
+4,440
27
$8.16M 1.44%
256,381
+1,698
28
$8.15M 1.43%
34,414
-178
29
$7.95M 1.4%
67,403
-1,484
30
$7.56M 1.33%
158,109
+6,997
31
$7.26M 1.28%
54,285
+1,600
32
$7.21M 1.27%
114,594
-3,939
33
$7.18M 1.26%
94,219
+4,547
34
$7.02M 1.24%
100,520
+1,611
35
$6.73M 1.18%
101,375
+1,100
36
$6.55M 1.15%
72,762
+3,300
37
$6.37M 1.12%
136,508
+3,776
38
$6.32M 1.11%
44,491
+343
39
$6.11M 1.07%
63,183
-1,716
40
$6.07M 1.07%
77,771
+2,735
41
$6.05M 1.07%
63,255
+2,075
42
$5.74M 1.01%
43,603
-1,448
43
$5.61M 0.99%
107,041
-3,919
44
$5.56M 0.98%
843,640
+60,840
45
$5.38M 0.95%
40,638
+3,796
46
$5.18M 0.91%
71,490
+5,176
47
$4.72M 0.83%
32,759
+4,102
48
$4.62M 0.81%
35,827
-4,791
49
$4.51M 0.79%
+29,427
50
$4.48M 0.79%
159,302
+11,326
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