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
$318M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.08M
3
+$949K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$499K
5
VB icon
Vanguard Small-Cap ETF
VB
+$407K

Top Sells

1
+$2M
2
+$271K
3
+$241K
4
MCD icon
McDonald's
MCD
+$225K
5
PM icon
Philip Morris
PM
+$200K

Sector Composition

1 Consumer Staples 10.34%
2 Healthcare 9.89%
3 Industrials 8.86%
4 Financials 8.28%
5 Technology 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$593K 0.19%
7,418
-105
77
$576K 0.18%
13,850
-30
78
$570K 0.18%
13,500
-4,356
79
$519K 0.16%
4,705
+1,250
80
$519K 0.16%
4,900
81
$506K 0.16%
3,730
-129
82
$492K 0.15%
10,025
83
$484K 0.15%
5,312
+73
84
$483K 0.15%
3,983
-174
85
$450K 0.14%
5,236
-104
86
$447K 0.14%
4,000
87
$436K 0.14%
7,064
88
$413K 0.13%
3,743
+1,500
89
$410K 0.13%
14,950
+3,000
90
$370K 0.12%
3,280
-270
91
$369K 0.12%
4,700
92
$364K 0.11%
3,480
+200
93
$355K 0.11%
2,825
+135
94
$354K 0.11%
3,373
+63
95
$343K 0.11%
6,500
+1,500
96
$341K 0.11%
4,936
-300
97
$330K 0.1%
6,200
-250
98
$328K 0.1%
+2,531
99
$320K 0.1%
4,213
-417
100
$315K 0.1%
4,130
-270
1 2 3
4
5