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
$754M
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$1.79M
3
+$1.28M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M
5
MBB icon
iShares MBS ETF
MBB
+$1.2M

Top Sells

1
+$2.33M
2
+$2.3M
3
+$1.48M
4
NVDA icon
NVIDIA
NVDA
+$615K
5
AMZN icon
Amazon
AMZN
+$475K

Sector Composition

1 Technology 13.95%
2 Healthcare 11.29%
3 Consumer Staples 8.98%
4 Financials 8.08%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 1.44%
35,242
-1,071
27
$10.4M 1.38%
174,927
+1,288
28
$9.95M 1.32%
214,413
-2,635
29
$9.5M 1.26%
260,615
+9,539
30
$9.1M 1.21%
114,018
-471
31
$8.96M 1.19%
111,477
+894
32
$8.94M 1.19%
54,331
-88
33
$8.87M 1.18%
159,379
-293
34
$8.8M 1.17%
35,027
+1,116
35
$8.68M 1.15%
68,601
+3,015
36
$8.52M 1.13%
44,082
+139
37
$8.47M 1.12%
96,712
+1,562
38
$8.43M 1.12%
47,804
+622
39
$8.1M 1.07%
104,938
+726
40
$7.96M 1.06%
34,257
+1,056
41
$7.77M 1.03%
98,460
-735
42
$7.5M 0.99%
67,616
+4,491
43
$6.92M 0.92%
71,892
-205
44
$6.71M 0.89%
137,230
+390
45
$6.63M 0.88%
165,246
+1,490
46
$6.35M 0.84%
153,810
-2,275
47
$6.16M 0.82%
55,263
+466
48
$6.13M 0.81%
36,017
+583
49
$6.05M 0.8%
21,837
-449
50
$6.02M 0.8%
23,941
-94
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