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
$327M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$924K
3
+$790K
4
DIS icon
Walt Disney
DIS
+$580K
5
PNQI icon
Invesco NASDAQ Internet ETF
PNQI
+$552K

Top Sells

1
+$6.01M
2
+$1.54M
3
+$795K
4
FOXF icon
Fox Factory Holding Corp
FOXF
+$738K
5
VB icon
Vanguard Small-Cap ETF
VB
+$462K

Sector Composition

1 Consumer Staples 11.11%
2 Healthcare 10.57%
3 Industrials 9.93%
4 Financials 7.77%
5 Technology 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.07M 0.63%
19,465
+203
52
$2.04M 0.62%
21,677
+107
53
$1.99M 0.61%
46,738
-104
54
$1.94M 0.59%
20,781
-2,625
55
$1.83M 0.56%
75,252
+5,443
56
$1.82M 0.56%
33,968
-2,003
57
$1.8M 0.55%
+57,210
58
$1.73M 0.53%
14,612
-126
59
$1.67M 0.51%
22,447
+290
60
$1.65M 0.5%
8,536
+83
61
$1.52M 0.46%
90,055
+4,780
62
$1.52M 0.46%
8,723
+1,694
63
$1.43M 0.44%
14,065
+1,574
64
$1.35M 0.41%
23,828
+2,015
65
$1.19M 0.36%
13,951
+238
66
$1.16M 0.35%
10,935
+1,775
67
$1.15M 0.35%
15,980
-897
68
$1.13M 0.34%
16,201
-639
69
$1.07M 0.33%
21,200
70
$1.03M 0.31%
5,850
-250
71
$1.02M 0.31%
12,415
+233
72
$1.01M 0.31%
22,825
-2,782
73
$951K 0.29%
11,790
-1,390
74
$935K 0.29%
67,725
+39,975
75
$888K 0.27%
26,525
-1,230
1 2
3
4 5