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
$264M
AUM Growth
+$8.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.24M
3
+$1.14M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1M
5
PII icon
Polaris
PII
+$888K

Top Sells

1
+$56.8M
2
+$25.9M
3
+$2.16M
4
VIVO
Meridian Bioscience Inc
VIVO
+$1.68M
5
BAX icon
Baxter International
BAX
+$860K

Sector Composition

1 Healthcare 10.71%
2 Consumer Staples 10.55%
3 Industrials 9.52%
4 Technology 7.98%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.55%
12,844
+1,872
52
$1.25M 0.47%
22,175
+13,545
53
$1.24M 0.47%
+1,042
54
$1.24M 0.47%
12,647
-89
55
$1.19M 0.45%
41,270
+22,015
56
$1.05M 0.4%
55,415
+26,250
57
$1.04M 0.39%
10,564
-695
58
$1.03M 0.39%
5,488
+88
59
$987K 0.37%
12,161
-1,646
60
$979K 0.37%
11,726
-911
61
$916K 0.35%
11,435
-138
62
$888K 0.34%
+6,354
63
$879K 0.33%
9,019
+733
64
$803K 0.3%
15,510
+8,305
65
$788K 0.3%
20,386
-447
66
$772K 0.29%
+20,050
67
$750K 0.28%
8,525
-144
68
$741K 0.28%
52,435
+28,585
69
$703K 0.27%
8,777
-638
70
$687K 0.26%
14,980
-14,514
71
$663K 0.25%
4,480
-150
72
$625K 0.24%
5,508
+18
73
$622K 0.24%
7,640
-1,075
74
$600K 0.23%
5,155
75
$574K 0.22%
10,680
-900
1 2
3
4 5