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
$358M
AUM Growth
-$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$838K
2
+$549K
3
+$508K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$486K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$413K

Top Sells

1
+$5.12M
2
+$1.71M
3
+$705K
4
LH icon
Labcorp
LH
+$204K
5
SBUX icon
Starbucks
SBUX
+$145K

Sector Composition

1 Healthcare 11.05%
2 Consumer Staples 10.68%
3 Industrials 9.97%
4 Technology 7.78%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$990K 0.28%
12,182
+958
77
$968K 0.27%
9,160
+3,910
78
$945K 0.26%
9,885
+170
79
$861K 0.24%
8,275
-50
80
$795K 0.22%
20,710
-44,619
81
$790K 0.22%
7,285
-23
82
$716K 0.2%
5,623
+402
83
$712K 0.2%
5,149
84
$705K 0.2%
32,495
+2,315
85
$704K 0.2%
4,125
86
$695K 0.19%
20,656
-152
87
$663K 0.19%
5,316
+31
88
$652K 0.18%
7,396
+235
89
$600K 0.17%
7,483
+150
90
$591K 0.17%
19,414
+1,165
91
$538K 0.15%
16,189
+406
92
$537K 0.15%
10,190
93
$530K 0.15%
13,500
94
$522K 0.15%
4,915
+685
95
$485K 0.14%
4,453
+785
96
$472K 0.13%
4,355
+150
97
$463K 0.13%
4,000
98
$459K 0.13%
3,285
+40
99
$457K 0.13%
11,742
+180
100
$410K 0.11%
14,536
+1,520
2 3
4
5 6