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
$994M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.42M
3
+$1.25M
4
MKL icon
Markel Group
MKL
+$1.16M
5
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$974K

Top Sells

1
+$1.02M
2
+$982K
3
+$713K
4
NVDA icon
NVIDIA
NVDA
+$688K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$613K

Sector Composition

1 Technology 14.96%
2 Healthcare 10.91%
3 Consumer Staples 7.85%
4 Financials 7.32%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.1M 1.32%
55,841
-175
27
$12.9M 1.29%
99,354
-1,915
28
$12.8M 1.29%
216,799
+91
29
$12.2M 1.22%
160,205
+195
30
$12.1M 1.22%
47,441
+965
31
$12M 1.21%
103,682
-514
32
$11.9M 1.2%
92,016
+4,278
33
$11.8M 1.19%
33,612
-474
34
$11.7M 1.18%
296,491
+3,874
35
$11.3M 1.14%
54,267
+96
36
$11M 1.1%
69,217
+93
37
$10.7M 1.08%
98,405
+2,272
38
$10.7M 1.07%
90,797
+1,440
39
$10.4M 1.05%
55,209
+1,312
40
$10.4M 1.05%
121,834
+1,793
41
$10.4M 1.05%
42,116
-310
42
$10.1M 1.02%
194,697
-1,347
43
$9.48M 0.95%
37,310
+380
44
$9.41M 0.95%
19,139
+225
45
$9.37M 0.94%
18,658
+634
46
$9.01M 0.91%
105,581
-390
47
$8.96M 0.9%
3,734
+90
48
$8.65M 0.87%
92,632
+767
49
$8.56M 0.86%
35,465
+730
50
$7.94M 0.8%
147,385
+1,039
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2
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