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
$667M
AUM Growth
-$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$639K
3
+$506K
4
MKL icon
Markel Group
MKL
+$403K
5
LUV icon
Southwest Airlines
LUV
+$245K

Top Sells

1
+$13.5M
2
+$11M
3
+$8.17M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.49M

Sector Composition

1 Technology 14.66%
2 Healthcare 10.86%
3 Consumer Staples 8.73%
4 Financials 7.69%
5 Industrials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.06M 1.36%
72,751
-19,265
27
$8.31M 1.25%
163,203
-31,494
28
$8.18M 1.23%
42,024
-12,243
29
$8.02M 1.2%
101,474
-20,360
30
$7.99M 1.2%
15,663
-2,995
31
$7.94M 1.19%
73,251
-30,431
32
$7.84M 1.18%
129,453
-30,752
33
$7.84M 1.18%
44,395
-11,446
34
$7.73M 1.16%
65,648
-33,706
35
$7.62M 1.14%
55,892
-13,325
36
$7.38M 1.11%
202,529
-93,962
37
$7.2M 1.08%
38,182
-23,640
38
$7.01M 1.05%
2,985
-749
39
$6.93M 1.04%
14,676
-4,463
40
$6.84M 1.03%
27,412
-6,200
41
$6.65M 1%
31,320
-5,990
42
$6.45M 0.97%
76,127
-16,505
43
$6.4M 0.96%
30,569
-11,547
44
$6.36M 0.95%
65,079
-33,326
45
$6.31M 0.95%
122,434
-21,306
46
$6.29M 0.94%
26,460
-20,981
47
$6.12M 0.92%
14,740
-18,538
48
$6.08M 0.91%
80,226
-25,355
49
$6.03M 0.9%
80,329
-16,533
50
$4.94M 0.74%
14,906
-5,653
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