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
$289M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.66M
3
+$2.19M
4
ABT icon
Abbott
ABT
+$1.87M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$1.31M

Top Sells

1
+$5.65M
2
+$620K
3
+$344K
4
JPM icon
JPMorgan Chase
JPM
+$252K
5
VIVO
Meridian Bioscience Inc
VIVO
+$238K

Sector Composition

1 Consumer Staples 9.69%
2 Healthcare 9.27%
3 Industrials 9.26%
4 Technology 8.15%
5 Financials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.7%
39,273
-1,755
52
$1.88M 0.65%
42,472
+2,148
53
$1.68M 0.58%
32,531
+10,356
54
$1.59M 0.55%
30,751
-554
55
$1.45M 0.5%
11,587
-1,257
56
$1.43M 0.5%
1,191
+149
57
$1.35M 0.47%
6,838
+1,350
58
$1.31M 0.46%
+36,244
59
$1.26M 0.44%
12,547
-100
60
$1.11M 0.39%
10,650
+86
61
$1.09M 0.38%
61,855
+6,440
62
$1.04M 0.36%
11,676
-50
63
$1.02M 0.35%
23,692
+14,950
64
$1.01M 0.35%
18,065
+2,555
65
$980K 0.34%
11,435
66
$856K 0.3%
6,575
+221
67
$836K 0.29%
10,164
-1,997
68
$779K 0.27%
8,525
69
$778K 0.27%
18,356
-2,030
70
$713K 0.25%
59,010
+6,575
71
$688K 0.24%
14,480
-500
72
$680K 0.24%
4,062
+1,123
73
$669K 0.23%
5,589
+81
74
$650K 0.23%
11,214
+534
75
$641K 0.22%
4,480
1 2
3
4 5