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
$776M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.61M
3
+$1.17M
4
MBB icon
iShares MBS ETF
MBB
+$890K
5
NEE icon
NextEra Energy
NEE
+$684K

Top Sells

1
+$4.42M
2
+$3.2M
3
+$3M
4
BAX icon
Baxter International
BAX
+$2.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.47M

Sector Composition

1 Technology 13.58%
2 Healthcare 10.65%
3 Financials 8.37%
4 Consumer Staples 8.32%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.17M 0.8%
111,840
+2,817
52
$6.09M 0.78%
75,873
-35,604
53
$5.92M 0.76%
127,068
-10,162
54
$5.83M 0.75%
57,325
-5,478
55
$5.76M 0.74%
79,204
-4,300
56
$5.71M 0.74%
67,663
-2,621
57
$5.68M 0.73%
73,672
+8,872
58
$5.55M 0.72%
21,363
-2,578
59
$4.36M 0.56%
15,622
-2,398
60
$4.35M 0.56%
39,474
+8,084
61
$4.08M 0.53%
15,212
-652
62
$3.76M 0.48%
17,170
-627
63
$3.72M 0.48%
31,471
+1,667
64
$3.7M 0.48%
9,865
-584
65
$3.46M 0.45%
22,007
-3,937
66
$3.43M 0.44%
39,779
-697
67
$2.79M 0.36%
18,810
-338
68
$2.65M 0.34%
11,798
-1,008
69
$2.55M 0.33%
23,578
+158
70
$2.46M 0.32%
6,946
-361
71
$2.02M 0.26%
+21,332
72
$1.95M 0.25%
16,670
+575
73
$1.79M 0.23%
8,038
-1,462
74
$1.73M 0.22%
6,483
-1,885
75
$1.72M 0.22%
21,442
-25
1 2
3
4 5