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
$686M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.02M
3
+$872K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$800K
5
SHW icon
Sherwin-Williams
SHW
+$727K

Top Sells

1
+$1.91M
2
+$1.73M
3
+$699K
4
SLB icon
SLB Ltd
SLB
+$507K
5
BHP icon
BHP
BHP
+$375K

Sector Composition

1 Technology 13.46%
2 Healthcare 11.16%
3 Consumer Staples 9%
4 Financials 8.15%
5 Industrials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.57M 1.4%
173,639
+817
27
$9.52M 1.39%
110,583
+1,459
28
$9.34M 1.36%
95,150
+931
29
$9.16M 1.33%
51,290
+33
30
$8.7M 1.27%
251,076
-5,305
31
$8.35M 1.22%
878,800
+35,160
32
$8.07M 1.18%
159,672
+1,563
33
$8.07M 1.18%
65,586
-1,817
34
$7.91M 1.15%
114,489
-105
35
$7.87M 1.15%
54,419
+134
36
$7.79M 1.14%
99,195
-1,325
37
$7.73M 1.13%
47,182
+3,579
38
$7.68M 1.12%
43,943
-548
39
$7.63M 1.11%
104,212
+2,837
40
$6.89M 1.01%
63,125
-58
41
$6.78M 0.99%
72,097
-665
42
$6.61M 0.96%
136,840
+332
43
$6.42M 0.94%
71,976
+486
44
$6.39M 0.93%
33,201
+3,774
45
$6.35M 0.93%
33,911
+1,152
46
$6.13M 0.89%
54,797
+1,557
47
$5.93M 0.87%
39,707
-931
48
$5.86M 0.85%
107,053
+12
49
$5.67M 0.83%
163,756
+4,454
50
$5.55M 0.81%
35,434
-393
1
2
3 4 5