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
$360M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.83M
3
+$1.56M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.42M
5
MMM icon
3M
MMM
+$1.31M

Top Sells

1
+$596K
2
+$515K
3
+$502K
4
COST icon
Costco
COST
+$374K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$339K

Sector Composition

1 Consumer Staples 11.15%
2 Healthcare 10.76%
3 Industrials 10.28%
4 Consumer Discretionary 7.62%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.28%
+6,100
77
$936K 0.26%
11,224
-120
78
$932K 0.26%
+15,925
79
$919K 0.26%
8,325
80
$896K 0.25%
9,715
+2,375
81
$846K 0.23%
+7,308
82
$721K 0.2%
5,149
+1,419
83
$690K 0.19%
4,125
-355
84
$675K 0.19%
20,808
85
$657K 0.18%
5,285
+12
86
$633K 0.18%
+7,161
87
$621K 0.17%
5,221
+1,238
88
$621K 0.17%
+15,783
89
$604K 0.17%
+30,180
90
$590K 0.16%
7,333
-85
91
$576K 0.16%
+10,190
92
$570K 0.16%
18,249
+580
93
$556K 0.15%
5,250
+350
94
$547K 0.15%
13,500
95
$466K 0.13%
4,205
-500
96
$461K 0.13%
4,000
97
$460K 0.13%
11,562
-2,288
98
$451K 0.13%
4,230
+750
99
$444K 0.12%
10,025
100
$440K 0.12%
3,245
+420
2 3
4
5 6