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
$686M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.02M
3
+$872K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$800K
5
SHW icon
Sherwin-Williams
SHW
+$727K

Top Sells

1
+$1.91M
2
+$1.73M
3
+$699K
4
SLB icon
SLB Ltd
SLB
+$507K
5
BHP icon
BHP
BHP
+$375K

Sector Composition

1 Technology 13.46%
2 Healthcare 11.16%
3 Consumer Staples 9%
4 Financials 8.15%
5 Industrials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.54M 0.81%
156,085
+3,110
52
$5.51M 0.8%
3,461
+160
53
$5.38M 0.78%
22,286
+1,965
54
$5.2M 0.76%
13,396
+681
55
$4.52M 0.66%
80,097
+256
56
$3.9M 0.57%
59,946
+19
57
$3.82M 0.56%
80,225
+1,279
58
$3.69M 0.54%
51,269
-26,502
59
$3.54M 0.52%
29,924
-2,293
60
$3.43M 0.5%
15,068
+1,917
61
$3.37M 0.49%
24,035
-12,332
62
$3.23M 0.47%
10,429
+275
63
$3.23M 0.47%
17,705
-542
64
$3.12M 0.45%
12,054
+1,216
65
$3.02M 0.44%
17,231
+2,321
66
$2.94M 0.43%
42,311
+2,084
67
$2.93M 0.43%
20,820
+1,721
68
$2.56M 0.37%
19,319
+194
69
$2.44M 0.36%
22,650
-15
70
$2.34M 0.34%
39,044
+34,740
71
$2.27M 0.33%
20,490
+7,870
72
$2.07M 0.3%
10,185
+176
73
$1.98M 0.29%
7,096
+636
74
$1.75M 0.26%
15,165
+480
75
$1.7M 0.25%
14,207
+305
1 2
3
4 5