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
$360M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.83M
3
+$1.56M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.42M
5
MMM icon
3M
MMM
+$1.31M

Top Sells

1
+$596K
2
+$515K
3
+$502K
4
COST icon
Costco
COST
+$374K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$339K

Sector Composition

1 Consumer Staples 11.15%
2 Healthcare 10.76%
3 Industrials 10.28%
4 Consumer Discretionary 7.62%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.4M 0.67%
34,655
+3,867
52
$2.31M 0.64%
22,950
+12,851
53
$2.28M 0.63%
46,708
-779
54
$2.18M 0.61%
46,098
+176
55
$2.08M 0.58%
18,510
-1,382
56
$2.06M 0.57%
14,918
+9,508
57
$2.04M 0.57%
21,325
+9,736
58
$2M 0.56%
1,722
+441
59
$2M 0.55%
67,862
+10,301
60
$1.9M 0.53%
22,402
+9,984
61
$1.72M 0.48%
8,278
-170
62
$1.56M 0.43%
14,870
+3,575
63
$1.56M 0.43%
13,823
-133
64
$1.43M 0.4%
25,239
+18,175
65
$1.42M 0.39%
83,485
-2,300
66
$1.38M 0.38%
17,090
+11,854
67
$1.33M 0.37%
16,292
+10,980
68
$1.31M 0.36%
10,852
+8,321
69
$1.21M 0.34%
6,458
+705
70
$1.12M 0.31%
26,445
-2,831
71
$1.11M 0.31%
20,568
-260
72
$1.1M 0.31%
72,055
+3,825
73
$1.1M 0.3%
13,180
+9,050
74
$1.08M 0.3%
21,200
+15,000
75
$1.07M 0.3%
+11,725
1 2
3
4 5