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
$318M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.08M
3
+$949K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$499K
5
VB icon
Vanguard Small-Cap ETF
VB
+$407K

Top Sells

1
+$2M
2
+$271K
3
+$241K
4
MCD icon
McDonald's
MCD
+$225K
5
PM icon
Philip Morris
PM
+$200K

Sector Composition

1 Consumer Staples 10.34%
2 Healthcare 9.89%
3 Industrials 8.86%
4 Financials 8.28%
5 Technology 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.18M 0.69%
19,892
+184
52
$2.16M 0.68%
45,922
-662
53
$1.94M 0.61%
57,561
+2,952
54
$1.75M 0.55%
8,448
+160
55
$1.67M 0.52%
13,956
+185
56
$1.46M 0.46%
1,281
-61
57
$1.35M 0.43%
85,785
+3,500
58
$1.31M 0.41%
8,650
+1,110
59
$1.23M 0.39%
29,276
-1,520
60
$1.17M 0.37%
20,828
+895
61
$1.15M 0.36%
12,418
-264
62
$1.11M 0.35%
5,753
+456
63
$1.11M 0.35%
68,230
+2,765
64
$1.1M 0.34%
11,589
-52
65
$1.06M 0.33%
11,295
+150
66
$1.06M 0.33%
10,099
-402
67
$935K 0.29%
11,344
+190
68
$868K 0.27%
8,325
-200
69
$746K 0.23%
4,480
70
$743K 0.23%
5,410
-179
71
$692K 0.22%
7,340
72
$658K 0.21%
20,808
-2,884
73
$642K 0.2%
17,669
+1,392
74
$631K 0.2%
5,273
75
$605K 0.19%
9,305
-100
1 2
3
4 5