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
$688M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$805K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$718K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$713K

Top Sells

1
+$693K
2
+$317K
3
+$227K
4
LIN icon
Linde
LIN
+$225K
5
COST icon
Costco
COST
+$174K

Sector Composition

1 Technology 11.07%
2 Healthcare 10.61%
3 Consumer Staples 8.54%
4 Financials 8.27%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.66M 0.68%
28,657
+1,718
52
$4.61M 0.67%
782,800
+15,160
53
$4.41M 0.64%
29,132
+170
54
$4.36M 0.63%
71,021
+2,721
55
$4.25M 0.62%
150,325
+9,275
56
$4.05M 0.59%
51,467
+2,524
57
$3.97M 0.58%
16,541
+532
58
$3.94M 0.57%
11,132
+95
59
$3.86M 0.56%
71,778
-162
60
$3.78M 0.55%
33,652
+6,346
61
$3.73M 0.54%
47,660
-1,364
62
$3.6M 0.52%
89,668
+2,179
63
$3.33M 0.48%
10,318
+363
64
$3.24M 0.47%
45,659
+1,047
65
$3.15M 0.46%
21,566
-330
66
$2.94M 0.43%
40,472
-78
67
$2.56M 0.37%
18,742
-7
68
$2.53M 0.37%
23,705
+600
69
$2.46M 0.36%
12,978
+854
70
$2.44M 0.35%
10,615
+628
71
$2.15M 0.31%
17,183
-64
72
$2.11M 0.31%
13,345
+279
73
$1.94M 0.28%
13,118
-36
74
$1.83M 0.27%
8,855
-68
75
$1.73M 0.25%
15,190
-30
1 2
3
4 5