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
$477M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.75M
3
+$1.72M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.67M
5
AMZN icon
Amazon
AMZN
+$1.47M

Top Sells

1
+$2.73M
2
+$998K
3
+$881K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$839K
5
MA icon
Mastercard
MA
+$661K

Sector Composition

1 Healthcare 9.05%
2 Industrials 8.88%
3 Consumer Staples 8.24%
4 Financials 7.96%
5 Technology 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.47M 0.73%
27,855
-1,705
52
$3.3M 0.69%
37,591
+19,904
53
$3.02M 0.63%
13,140
-308
54
$3.02M 0.63%
93,106
+2,064
55
$2.85M 0.6%
26,264
-146
56
$2.8M 0.59%
66,555
-23,700
57
$2.79M 0.59%
58,382
-107
58
$2.68M 0.56%
38,700
-1,253
59
$2.61M 0.55%
22,758
-3,250
60
$2.53M 0.53%
30,805
-890
61
$2.39M 0.5%
22,622
-3,765
62
$2.38M 0.5%
44,092
-428
63
$2.23M 0.47%
161,865
+2,550
64
$2.12M 0.44%
50,000
-2,740
65
$2.06M 0.43%
18,452
-707
66
$2.02M 0.42%
8,529
-250
67
$2.02M 0.42%
107,000
+3,410
68
$1.84M 0.39%
+14,145
69
$1.82M 0.38%
30,347
-2,535
70
$1.77M 0.37%
11,073
-375
71
$1.47M 0.31%
+33,140
72
$1.41M 0.29%
59,370
+610
73
$1.35M 0.28%
24,864
-2,810
74
$1.32M 0.28%
7,373
-1,407
75
$1.32M 0.28%
12,105
-30
1 2
3
4 5