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
$446M
AUM Growth
+$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.48M
3
+$1.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.19M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$797K

Top Sells

1
+$5.58M
2
+$4.82M
3
+$1.81M
4
WFM
Whole Foods Market Inc
WFM
+$887K
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$843K

Sector Composition

1 Healthcare 10.05%
2 Consumer Staples 8.9%
3 Industrials 7.98%
4 Financials 7.24%
5 Technology 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.01M 0.67%
23,239
+193
52
$2.84M 0.64%
32,510
-1,004
53
$2.81M 0.63%
26,552
+2,155
54
$2.67M 0.6%
86,547
+8,177
55
$2.63M 0.59%
39,625
+10
56
$2.5M 0.56%
55,082
+1,029
57
$2.44M 0.55%
26,058
-510
58
$2.31M 0.52%
81,543
-31,284
59
$2.21M 0.5%
44,686
-36,550
60
$2.13M 0.48%
53,040
-2,660
61
$2.13M 0.48%
19,604
+50
62
$2.11M 0.47%
13,106
-26
63
$2.03M 0.46%
13,098
+3,753
64
$1.96M 0.44%
145,715
+17,875
65
$1.9M 0.43%
34,802
-830
66
$1.82M 0.41%
8,386
-223
67
$1.75M 0.39%
11,887
-72
68
$1.72M 0.39%
98,225
+4,025
69
$1.64M 0.37%
9,375
-929
70
$1.55M 0.35%
55,480
+4,120
71
$1.55M 0.35%
40,973
-1,158
72
$1.4M 0.31%
25,174
+720
73
$1.39M 0.31%
52,910
-32,045
74
$1.38M 0.31%
12,240
+1,080
75
$1.38M 0.31%
15,379
-260
1 2
3
4 5