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
$520M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$706K
3
+$586K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$570K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$542K

Top Sells

1
+$1.05M
2
+$868K
3
+$339K
4
IBMF
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
+$326K
5
ALGN icon
Align Technology
ALGN
+$277K

Sector Composition

1 Healthcare 9.93%
2 Financials 8.35%
3 Industrials 8.06%
4 Consumer Staples 7.76%
5 Technology 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.87M 0.74%
50,817
-864
52
$3.65M 0.7%
42,122
+2,531
53
$3.49M 0.67%
18,756
-1,489
54
$3.49M 0.67%
96,528
-1,941
55
$3.39M 0.65%
14,276
+606
56
$3.37M 0.65%
25,951
-773
57
$3.14M 0.6%
59,644
+538
58
$2.92M 0.56%
19,547
+2,044
59
$2.87M 0.55%
26,162
-233
60
$2.52M 0.49%
114,600
+3,125
61
$2.49M 0.48%
51,720
+6,920
62
$2.42M 0.47%
29,579
-878
63
$2.42M 0.47%
42,043
+61
64
$2.35M 0.45%
85,226
+25,572
65
$2.33M 0.45%
22,022
-533
66
$2.23M 0.43%
45,880
-720
67
$2.15M 0.41%
170,080
+1,815
68
$2.15M 0.41%
8,501
+202
69
$2.04M 0.39%
18,329
-3
70
$1.87M 0.36%
10,672
-47
71
$1.74M 0.33%
15,675
+730
72
$1.65M 0.32%
26,171
-1,951
73
$1.62M 0.31%
60,805
+1,260
74
$1.6M 0.31%
17,555
+3,331
75
$1.35M 0.26%
24,526
+432
1 2
3
4 5