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
$667M
AUM Growth
-$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$639K
3
+$506K
4
MKL icon
Markel Group
MKL
+$403K
5
LUV icon
Southwest Airlines
LUV
+$245K

Top Sells

1
+$13.5M
2
+$11M
3
+$8.17M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.49M

Sector Composition

1 Technology 14.66%
2 Healthcare 10.86%
3 Consumer Staples 8.73%
4 Financials 7.69%
5 Industrials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.9M 0.73%
42,333
-12,876
52
$4.54M 0.68%
113,634
-46,868
53
$4.46M 0.67%
19,568
-15,897
54
$4.27M 0.64%
50,036
-14,940
55
$4.25M 0.64%
82,175
-65,210
56
$4.17M 0.63%
18,028
-4,312
57
$3.87M 0.58%
16,805
-3,991
58
$3.68M 0.55%
108,960
-30,325
59
$3.53M 0.53%
13,575
-5,192
60
$3.21M 0.48%
35,782
-17,307
61
$3.16M 0.47%
6,972
-2,405
62
$3.1M 0.47%
30,446
-20,678
63
$3.09M 0.46%
36,169
-7,729
64
$2.97M 0.45%
16,752
-2,631
65
$2.86M 0.43%
6,864
+70
66
$2.74M 0.41%
10,897
-3,377
67
$2.4M 0.36%
+11,173
68
$2.36M 0.35%
1,600
+273
69
$1.99M 0.3%
104,778
-25,342
70
$1.91M 0.29%
6,206
-4,201
71
$1.9M 0.28%
12,410
-1,910
72
$1.83M 0.27%
10,941
-5,023
73
$1.46M 0.22%
5,357
-55
74
$1.46M 0.22%
14,416
-21,353
75
$1.37M 0.21%
8,460
-372
1 2
3
4 5