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
$603M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$725K
3
+$450K
4
GD icon
General Dynamics
GD
+$437K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$321K

Top Sells

1
+$1.09M
2
+$860K
3
+$785K
4
WFC icon
Wells Fargo
WFC
+$555K
5
ROL icon
Rollins
ROL
+$427K

Sector Composition

1 Healthcare 10.38%
2 Technology 8.77%
3 Financials 8.13%
4 Consumer Staples 8.07%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.05M 0.84%
51,557
+419
52
$4.92M 0.82%
48,770
+2,628
53
$4.87M 0.81%
123,551
+148
54
$4.41M 0.73%
46,042
+1,045
55
$3.68M 0.61%
9,403
-430
56
$3.43M 0.57%
117,638
+8,648
57
$3.36M 0.56%
64,555
+706
58
$3.28M 0.54%
14,638
+485
59
$3.2M 0.53%
118,700
+4,800
60
$2.95M 0.49%
21,330
-794
61
$2.79M 0.46%
41,878
-866
62
$2.78M 0.46%
31,629
+5,128
63
$2.75M 0.46%
26,100
+1,272
64
$2.68M 0.44%
47,133
+4,618
65
$2.65M 0.44%
56,455
-1,885
66
$2.65M 0.44%
9,038
-76
67
$2.37M 0.39%
22,590
-425
68
$2.15M 0.36%
12,176
+89
69
$2M 0.33%
23,544
-2,145
70
$2M 0.33%
34,116
-870
71
$1.97M 0.33%
17,652
-199
72
$1.88M 0.31%
31,160
-2,640
73
$1.82M 0.3%
23,797
-675
74
$1.74M 0.29%
6,833
-327
75
$1.64M 0.27%
15,180
-105
1 2
3
4 5