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
$521M
AUM Growth
-$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$716K
2
+$619K
3
+$550K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$461K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$414K

Top Sells

1
+$6.43M
2
+$1.37M
3
+$1.26M
4
SLB icon
SLB Limited
SLB
+$1.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.06M

Sector Composition

1 Healthcare 10.5%
2 Consumer Staples 8.74%
3 Financials 8.22%
4 Technology 8.08%
5 Consumer Discretionary 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.63M 0.7%
47,327
-1,443
52
$3.27M 0.63%
45,547
-495
53
$3.08M 0.59%
67,641
+3,086
54
$3.02M 0.58%
23,369
+2,039
55
$3M 0.58%
35,721
+4,092
56
$2.93M 0.56%
118,894
+1,256
57
$2.79M 0.54%
26,239
+139
58
$2.68M 0.52%
122,175
+3,475
59
$2.4M 0.46%
42,358
+480
60
$2.34M 0.45%
22,190
-400
61
$2.34M 0.45%
13,991
-647
62
$2.31M 0.44%
9,200
+162
63
$2.24M 0.43%
49,683
+2,550
64
$2.08M 0.4%
57,609
-30,412
65
$1.93M 0.37%
9,238
-165
66
$1.91M 0.37%
11,997
-179
67
$1.89M 0.36%
17,077
-575
68
$1.64M 0.31%
15,005
-175
69
$1.57M 0.3%
30,140
-1,020
70
$1.52M 0.29%
16,580
-335
71
$1.47M 0.28%
30,365
-26,090
72
$1.4M 0.27%
20,561
-2,983
73
$1.39M 0.27%
6,319
-514
74
$1.39M 0.27%
23,237
-560
75
$1.36M 0.26%
8,126
+446
1 2
3
4 5