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
$393M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$2.84M
3
+$1.81M
4
HAIN icon
Hain Celestial
HAIN
+$1.71M
5
DIS icon
Walt Disney
DIS
+$1.65M

Top Sells

1
+$1.15M
2
+$888K
3
+$607K
4
ROL icon
Rollins
ROL
+$330K
5
NVO icon
Novo Nordisk
NVO
+$257K

Sector Composition

1 Consumer Staples 10.82%
2 Healthcare 10.59%
3 Industrials 9.1%
4 Financials 8%
5 Technology 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.67M 0.68%
37,963
-562
52
$2.62M 0.67%
42,167
+3,130
53
$2.48M 0.63%
64,918
+1,586
54
$2.39M 0.61%
19,910
+157
55
$2.21M 0.56%
46,152
+23,327
56
$2.14M 0.54%
46,144
-4,892
57
$2.13M 0.54%
20,144
+679
58
$2.12M 0.54%
48,761
+2,023
59
$2.11M 0.54%
21,132
-545
60
$2.05M 0.52%
52,497
-4,713
61
$1.86M 0.47%
53,869
+39,819
62
$1.81M 0.46%
71,810
-3,442
63
$1.77M 0.45%
14,063
-549
64
$1.71M 0.44%
11,393
+6,424
65
$1.71M 0.43%
16,701
+2,636
66
$1.69M 0.43%
9,393
+670
67
$1.68M 0.43%
97,955
+7,900
68
$1.65M 0.42%
25,033
+1,205
69
$1.63M 0.41%
7,942
-594
70
$1.59M 0.4%
+24,101
71
$1.56M 0.4%
14,710
+3,775
72
$1.48M 0.38%
25,709
+22,059
73
$1.43M 0.36%
+141,228
74
$1.42M 0.36%
13,178
+8,825
75
$1.33M 0.34%
13,551
-400
1 2
3
4 5