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
$849M
AUM Growth
+$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.24M
3
+$3.22M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.76M

Top Sells

1
+$4.27M
2
+$821K
3
+$514K
4
EMR icon
Emerson Electric
EMR
+$365K
5
SLB icon
SLB Ltd
SLB
+$279K

Sector Composition

1 Technology 12.84%
2 Healthcare 9.94%
3 Financials 8.38%
4 Consumer Staples 7.78%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.8M 1.38%
54,128
+5,182
27
$11.3M 1.33%
294,840
+45,331
28
$10.8M 1.27%
185,383
+21,572
29
$10.7M 1.27%
70,572
+2,996
30
$10.5M 1.23%
66,412
+3,339
31
$10.3M 1.21%
155,665
+8,320
32
$10.1M 1.19%
45,835
+4,295
33
$10.1M 1.19%
93,507
+2,335
34
$9.58M 1.13%
43,254
+3,453
35
$9.5M 1.12%
87,247
+19,113
36
$9.48M 1.12%
75,582
+10,419
37
$9.48M 1.12%
709,920
-38,520
38
$8.98M 1.06%
107,410
+7,341
39
$8.85M 1.04%
96,334
+2,919
40
$8.51M 1%
81,240
+13,577
41
$8.44M 0.99%
34,287
+1,692
42
$8.3M 0.98%
3,564
+360
43
$8.25M 0.97%
104,625
+6,758
44
$8.06M 0.95%
97,305
+10,503
45
$7.76M 0.91%
36,634
+3,936
46
$7.68M 0.9%
37,170
+2,854
47
$7.45M 0.88%
136,209
+24,369
48
$7.37M 0.87%
18,277
+1,897
49
$7.3M 0.86%
160,352
+11,612
50
$7.03M 0.83%
51,783
+144
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