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
$222M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.61M
3
+$6.59M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.23M
5
ACN icon
Accenture
ACN
+$6.09M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.91%
2 Consumer Staples 11.43%
3 Industrials 9.34%
4 Consumer Discretionary 7.72%
5 Technology 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.49%
+12,569
52
$1.04M 0.47%
+12,880
53
$1.02M 0.46%
+25,452
54
$1.01M 0.46%
+24,513
55
$922K 0.41%
+6,289
56
$872K 0.39%
+9,170
57
$854K 0.38%
+5,310
58
$808K 0.36%
+9,720
59
$802K 0.36%
+10,020
60
$794K 0.36%
+9,563
61
$758K 0.34%
+6,979
62
$752K 0.34%
+11,903
63
$719K 0.32%
+8,702
64
$705K 0.32%
+3,860
65
$705K 0.32%
+15,975
66
$689K 0.31%
+8,941
67
$682K 0.31%
+10,509
68
$641K 0.29%
+12,684
69
$625K 0.28%
+9,078
70
$592K 0.27%
+9,150
71
$577K 0.26%
+14,678
72
$558K 0.25%
+10,225
73
$524K 0.24%
+5,729
74
$514K 0.23%
+5,196
75
$511K 0.23%
+5,270
1 2
3
4 5