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
$914M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.6M
3
+$1.31M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.29M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.11M

Top Sells

1
+$1.1M
2
+$1.02M
3
+$925K
4
AAPL icon
Apple
AAPL
+$832K
5
ADBE icon
Adobe
ADBE
+$745K

Sector Composition

1 Technology 13.93%
2 Healthcare 10.13%
3 Financials 7.96%
4 Consumer Staples 7.27%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.2M 1.34%
63,042
-1,593
27
$11.7M 1.28%
56,016
+112
28
$11.5M 1.26%
54,171
+119
29
$11.5M 1.25%
101,269
-2,644
30
$11.4M 1.24%
292,617
+533
31
$11.3M 1.24%
69,124
-1,056
32
$11.2M 1.23%
87,738
+7,837
33
$11M 1.2%
46,476
+200
34
$10.6M 1.16%
104,196
+4,767
35
$10.6M 1.16%
196,044
+7,650
36
$10.6M 1.16%
96,133
+3,567
37
$10.6M 1.15%
160,010
+2,729
38
$10.5M 1.14%
120,041
+9,518
39
$10.4M 1.14%
96,568
+2,516
40
$10M 1.1%
36,930
+673
41
$9.54M 1.04%
34,086
+485
42
$9.06M 0.99%
89,357
+4,873
43
$8.77M 0.96%
42,426
+78
44
$8.65M 0.95%
3,644
+55
45
$8.44M 0.92%
18,914
+252
46
$8.03M 0.88%
64,959
-748
47
$8.01M 0.88%
105,971
+469
48
$8M 0.87%
146,346
+1,991
49
$7.71M 0.84%
34,735
-46
50
$7.21M 0.79%
91,865
+3,190
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