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
$289M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.66M
3
+$2.19M
4
ABT icon
Abbott
ABT
+$1.87M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$1.31M

Top Sells

1
+$5.65M
2
+$620K
3
+$344K
4
JPM icon
JPMorgan Chase
JPM
+$252K
5
VIVO
Meridian Bioscience Inc
VIVO
+$238K

Sector Composition

1 Consumer Staples 9.69%
2 Healthcare 9.27%
3 Industrials 9.26%
4 Technology 8.15%
5 Financials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$619K 0.21%
7,340
-300
77
$616K 0.21%
7,673
-1,104
78
$612K 0.21%
5,155
79
$503K 0.17%
16,277
+1,713
80
$495K 0.17%
7,464
81
$494K 0.17%
4,650
82
$486K 0.17%
3,856
+1,436
83
$466K 0.16%
5,436
84
$464K 0.16%
10,225
-1,200
85
$459K 0.16%
5,440
-250
86
$454K 0.16%
3,936
-256
87
$451K 0.16%
5,739
-200
88
$408K 0.14%
3,755
89
$371K 0.13%
3,550
-200
90
$348K 0.12%
4,050
-4,000
91
$346K 0.12%
+12,500
92
$345K 0.12%
6,500
93
$333K 0.12%
6,500
94
$329K 0.11%
6,950
-100
95
$327K 0.11%
4,400
-250
96
$316K 0.11%
4,700
97
$313K 0.11%
3,860
+1,000
98
$311K 0.11%
1,796
+264
99
$303K 0.1%
2,510
-200
100
$297K 0.1%
6,878
-50
1 2 3
4
5