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
$754M
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$1.79M
3
+$1.28M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M
5
MBB icon
iShares MBS ETF
MBB
+$1.2M

Top Sells

1
+$2.33M
2
+$2.3M
3
+$1.48M
4
NVDA icon
NVIDIA
NVDA
+$615K
5
AMZN icon
Amazon
AMZN
+$475K

Sector Composition

1 Technology 13.95%
2 Healthcare 11.29%
3 Consumer Staples 8.98%
4 Financials 8.08%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.01M 0.8%
3,515
+54
52
$5.99M 0.79%
109,023
+1,970
53
$5.67M 0.75%
78,676
+54,970
54
$5.39M 0.72%
13,655
+259
55
$5.33M 0.71%
38,520
-1,187
56
$5.28M 0.7%
62,803
+2,857
57
$5.06M 0.67%
70,284
-1,692
58
$5.05M 0.67%
83,504
+3,407
59
$4.5M 0.6%
64,800
+25,756
60
$3.86M 0.51%
25,944
+5,124
61
$3.86M 0.51%
18,020
+315
62
$3.75M 0.5%
15,864
+796
63
$3.52M 0.47%
29,804
-120
64
$3.51M 0.47%
10,449
+20
65
$3.47M 0.46%
31,390
+10,900
66
$3.37M 0.45%
17,797
+566
67
$3.1M 0.41%
12,806
+752
68
$3.06M 0.41%
40,476
-1,835
69
$2.65M 0.35%
19,148
-171
70
$2.53M 0.34%
23,420
+770
71
$2.51M 0.33%
32,240
-19,029
72
$2.28M 0.3%
7,307
+211
73
$2.07M 0.27%
14,919
+712
74
$2M 0.26%
9,500
-685
75
$1.87M 0.25%
16,095
+930
1 2
3
4 5