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
$849M
AUM Growth
+$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.24M
3
+$3.22M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.76M

Top Sells

1
+$4.27M
2
+$821K
3
+$514K
4
EMR icon
Emerson Electric
EMR
+$365K
5
SLB icon
SLB Ltd
SLB
+$279K

Sector Composition

1 Technology 12.84%
2 Healthcare 9.94%
3 Financials 8.38%
4 Consumer Staples 7.78%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.84M 0.81%
65,085
+7,760
52
$6.66M 0.78%
139,426
+12,358
53
$6.62M 0.78%
20,776
+522
54
$6.56M 0.77%
142,210
-3,425
55
$6.48M 0.76%
92,710
+13,506
56
$6.48M 0.76%
22,799
+1,436
57
$6.37M 0.75%
84,179
+10,507
58
$5.95M 0.7%
15,982
+11,391
59
$5.33M 0.63%
18,277
+2,655
60
$5.31M 0.63%
49,013
+9,539
61
$4.33M 0.51%
18,995
+1,825
62
$4.07M 0.48%
10,224
+359
63
$3.76M 0.44%
16,353
+1,141
64
$3.67M 0.43%
22,295
+288
65
$3.62M 0.43%
35,100
+13,768
66
$3.54M 0.42%
31,068
-403
67
$3.45M 0.41%
37,685
-2,094
68
$3.13M 0.37%
13,095
+1,297
69
$2.71M 0.32%
19,168
+358
70
$2.51M 0.3%
23,310
-268
71
$2.46M 0.29%
6,851
-95
72
$2.21M 0.26%
9,356
+1,318
73
$2.13M 0.25%
25,215
-50,658
74
$2.1M 0.25%
34,640
+6,732
75
$1.98M 0.23%
14,590
+3,036
1 2
3
4 5