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
$264M
AUM Growth
+$8.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.24M
3
+$1.14M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1M
5
PII icon
Polaris
PII
+$888K

Top Sells

1
+$56.8M
2
+$25.9M
3
+$2.16M
4
VIVO
Meridian Bioscience Inc
VIVO
+$1.68M
5
BAX icon
Baxter International
BAX
+$860K

Sector Composition

1 Healthcare 10.71%
2 Consumer Staples 10.55%
3 Industrials 9.52%
4 Technology 7.98%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$562K 0.21%
8,050
77
$502K 0.19%
11,425
78
$499K 0.19%
7,464
-15
79
$494K 0.19%
4,650
+775
80
$482K 0.18%
+2,939
81
$479K 0.18%
4,192
-103
82
$479K 0.18%
5,939
-1,025
83
$469K 0.18%
5,690
-400
84
$407K 0.15%
3,750
85
$402K 0.15%
3,755
+700
86
$382K 0.14%
5,436
-55
87
$376K 0.14%
14,564
-1,000
88
$345K 0.13%
6,500
89
$344K 0.13%
8,742
-508
90
$340K 0.13%
3,473
-1,204
91
$335K 0.13%
5,530
-2,618
92
$333K 0.13%
6,500
93
$327K 0.12%
4,700
94
$325K 0.12%
7,050
-400
95
$320K 0.12%
2,710
96
$311K 0.12%
4,650
97
$300K 0.11%
2,420
-491
98
$292K 0.11%
3,306
-32
99
$284K 0.11%
6,928
-25
100
$282K 0.11%
1,532
-1,743
1 2 3
4
5