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
$914M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.6M
3
+$1.31M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.29M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.11M

Top Sells

1
+$1.1M
2
+$1.02M
3
+$925K
4
AAPL icon
Apple
AAPL
+$832K
5
ADBE icon
Adobe
ADBE
+$745K

Sector Composition

1 Technology 13.93%
2 Healthcare 10.13%
3 Financials 7.96%
4 Consumer Staples 7.27%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.15M 0.78%
160,890
+752
52
$7.04M 0.77%
18,024
+483
53
$6.75M 0.74%
141,470
-955
54
$6.75M 0.74%
20,720
+77
55
$6.7M 0.73%
96,497
+3,601
56
$6.7M 0.73%
53,259
+1,269
57
$6.24M 0.68%
18,664
+243
58
$5.88M 0.64%
143,273
-101
59
$5.52M 0.6%
51,048
-368
60
$4.92M 0.54%
22,446
+63
61
$4.53M 0.5%
16,732
-6
62
$4.27M 0.47%
20,246
+789
63
$4.23M 0.46%
9,822
-389
64
$4.17M 0.46%
42,861
+3,248
65
$3.74M 0.41%
14,098
+713
66
$3.71M 0.41%
32,355
+271
67
$3.54M 0.39%
35,972
-990
68
$3.12M 0.34%
19,333
-1,461
69
$2.91M 0.32%
10,310
+1,148
70
$2.74M 0.3%
6,818
-190
71
$2.49M 0.27%
23,163
-135
72
$2.38M 0.26%
115,805
+54,002
73
$2.31M 0.25%
15,342
-3,326
74
$2.29M 0.25%
19,715
+2,545
75
$2.14M 0.23%
35,088
+79
1 2
3
4 5