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
$776M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.61M
3
+$1.17M
4
MBB icon
iShares MBS ETF
MBB
+$890K
5
NEE icon
NextEra Energy
NEE
+$684K

Top Sells

1
+$4.42M
2
+$3.2M
3
+$3M
4
BAX icon
Baxter International
BAX
+$2.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.47M

Sector Composition

1 Technology 13.58%
2 Healthcare 10.65%
3 Financials 8.37%
4 Consumer Staples 8.32%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 1.34%
48,946
-5,385
27
$10.1M 1.3%
29,353
-5,889
28
$10.1M 1.3%
147,345
-12,034
29
$9.77M 1.26%
748,440
-84,920
30
$9.77M 1.26%
91,172
-5,540
31
$9.63M 1.24%
163,811
-11,116
32
$9.61M 1.24%
249,509
-11,106
33
$9.13M 1.18%
100,069
-13,949
34
$8.59M 1.11%
41,540
-6,264
35
$8.59M 1.11%
67,576
-4,316
36
$8.37M 1.08%
97,867
-7,071
37
$8.32M 1.07%
65,163
-3,438
38
$8.12M 1.05%
39,801
-4,281
39
$7.99M 1.03%
32,595
-1,662
40
$7.93M 1.02%
93,415
-5,045
41
$7.9M 1.02%
68,134
+518
42
$7.28M 0.94%
32,698
-2,329
43
$7.27M 0.94%
51,639
-3,624
44
$7.14M 0.92%
3,204
-311
45
$7.07M 0.91%
86,802
+8,126
46
$7.06M 0.91%
16,380
+2,725
47
$6.88M 0.89%
148,740
-16,506
48
$6.68M 0.86%
34,316
-1,701
49
$6.65M 0.86%
145,635
-8,175
50
$6.57M 0.85%
20,254
-1,583
1
2
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