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
$454M
AUM Growth
+$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$1.5M
3
+$1.21M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$591K
5
NVO icon
Novo Nordisk
NVO
+$523K

Top Sells

1
+$1.55M
2
+$701K
3
+$265K
4
CERN
Cerner Corp
CERN
+$233K
5
WAT icon
Waters Corp
WAT
+$228K

Sector Composition

1 Healthcare 9.08%
2 Industrials 8.98%
3 Consumer Staples 8.32%
4 Financials 8.03%
5 Technology 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.22M 0.71%
13,448
+342
52
$3.04M 0.67%
23,131
-108
53
$2.9M 0.64%
91,042
+4,495
54
$2.86M 0.63%
31,695
-815
55
$2.85M 0.63%
26,410
-592
56
$2.77M 0.61%
26,387
-165
57
$2.58M 0.57%
58,489
+3,407
58
$2.5M 0.55%
26,008
-50
59
$2.5M 0.55%
14,457
+1,359
60
$2.42M 0.53%
159,315
+13,600
61
$2.37M 0.52%
39,953
+328
62
$2.28M 0.5%
44,520
-166
63
$2.09M 0.46%
52,740
-300
64
$2M 0.44%
19,159
-445
65
$1.98M 0.44%
8,779
+393
66
$1.83M 0.4%
32,882
-1,920
67
$1.81M 0.4%
58,731
-22,812
68
$1.71M 0.38%
103,590
+5,365
69
$1.71M 0.38%
11,448
-439
70
$1.53M 0.34%
17,687
-1,414
71
$1.5M 0.33%
27,674
+2,500
72
$1.49M 0.33%
55,535
+2,625
73
$1.42M 0.31%
8,780
-595
74
$1.39M 0.31%
38,278
-2,695
75
$1.38M 0.31%
58,760
+1,880
1 2
3
4 5