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
$358M
AUM Growth
-$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$838K
2
+$549K
3
+$508K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$486K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$413K

Top Sells

1
+$5.12M
2
+$1.71M
3
+$705K
4
LH icon
Labcorp
LH
+$204K
5
SBUX icon
Starbucks
SBUX
+$145K

Sector Composition

1 Healthcare 11.05%
2 Consumer Staples 10.68%
3 Industrials 9.97%
4 Technology 7.78%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.25M 0.63%
35,971
+1,316
52
$2.19M 0.61%
46,330
+232
53
$2.17M 0.61%
1,887
+165
54
$2.17M 0.61%
69,809
+1,947
55
$2.12M 0.59%
19,262
+752
56
$2.07M 0.58%
18,120
+3,250
57
$2.01M 0.56%
21,570
+245
58
$1.9M 0.53%
14,738
-180
59
$1.84M 0.52%
22,157
-245
60
$1.75M 0.49%
8,453
+175
61
$1.53M 0.43%
85,275
+1,790
62
$1.49M 0.42%
12,491
+1,639
63
$1.47M 0.41%
7,029
+571
64
$1.46M 0.41%
13,713
-110
65
$1.42M 0.4%
25,607
+368
66
$1.37M 0.38%
21,813
+1,245
67
$1.32M 0.37%
16,877
+585
68
$1.31M 0.37%
16,840
-250
69
$1.21M 0.34%
27,755
+1,310
70
$1.2M 0.33%
74,390
+2,335
71
$1.14M 0.32%
13,180
72
$1.1M 0.31%
6,100
73
$1.09M 0.31%
21,200
74
$1.08M 0.3%
16,025
+100
75
$1.03M 0.29%
11,725
1 2
3
4 5