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
$994M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.42M
3
+$1.25M
4
MKL icon
Markel Group
MKL
+$1.16M
5
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$974K

Top Sells

1
+$1.02M
2
+$982K
3
+$713K
4
NVDA icon
NVIDIA
NVDA
+$688K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$613K

Sector Composition

1 Technology 14.96%
2 Healthcare 10.91%
3 Consumer Staples 7.85%
4 Financials 7.32%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.94M 0.8%
96,862
+365
52
$7.79M 0.78%
64,976
+17
53
$7.71M 0.78%
160,502
-388
54
$7.38M 0.74%
20,559
-161
55
$7.02M 0.71%
143,740
+467
56
$6.15M 0.62%
18,767
+103
57
$6M 0.6%
139,285
-2,185
58
$5.94M 0.6%
53,089
-170
59
$5.78M 0.58%
22,340
-106
60
$5.49M 0.55%
51,124
+76
61
$5.22M 0.53%
20,796
+550
62
$4.91M 0.49%
16,763
+31
63
$4.47M 0.45%
9,377
-445
64
$4.38M 0.44%
43,898
+1,037
65
$4.17M 0.42%
14,274
+176
66
$3.83M 0.38%
35,769
-203
67
$3.72M 0.37%
32,571
+216
68
$3.5M 0.35%
10,407
+97
69
$3.32M 0.33%
19,383
+50
70
$3.11M 0.31%
6,794
-24
71
$2.77M 0.28%
15,964
+622
72
$2.64M 0.27%
130,120
+14,315
73
$2.49M 0.25%
23,163
74
$2.38M 0.24%
20,447
+732
75
$2.34M 0.24%
14,320
-299
1 2
3
4 5