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
$568M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$2.95M
3
+$877K
4
VB icon
Vanguard Small-Cap ETF
VB
+$733K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$687K

Top Sells

1
+$3.43M
2
+$3.24M
3
+$2.46M
4
EOG icon
EOG Resources
EOG
+$908K
5
AAPL icon
Apple
AAPL
+$714K

Sector Composition

1 Technology 11.79%
2 Healthcare 11.24%
3 Consumer Staples 9.35%
4 Financials 7.97%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.44M 0.78%
3,301
-41
52
$4.41M 0.78%
36,367
+7,235
53
$4.12M 0.73%
53,240
+1,140
54
$3.96M 0.7%
12,715
+1,583
55
$3.9M 0.69%
59,927
+8,460
56
$3.85M 0.68%
152,975
+2,650
57
$3.72M 0.65%
32,217
-1,435
58
$3.5M 0.62%
79,841
+8,820
59
$3.24M 0.57%
78,946
+7,168
60
$2.95M 0.52%
+20,321
61
$2.69M 0.47%
18,247
+1,706
62
$2.62M 0.46%
10,154
-164
63
$2.5M 0.44%
19,099
-2,467
64
$2.41M 0.42%
22,665
-1,040
65
$2.36M 0.42%
10,838
+223
66
$2.33M 0.41%
13,151
-194
67
$2.3M 0.4%
40,227
-245
68
$2.3M 0.4%
19,125
+383
69
$2.14M 0.38%
14,910
+1,932
70
$1.66M 0.29%
14,685
-505
71
$1.58M 0.28%
10,009
+224
72
$1.57M 0.28%
116,325
+26,657
73
$1.53M 0.27%
13,902
-3,281
74
$1.39M 0.25%
12,620
-788
75
$1.38M 0.24%
8,645
-210
1 2
3
4 5