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
$393M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$2.84M
3
+$1.81M
4
HAIN icon
Hain Celestial
HAIN
+$1.71M
5
DIS icon
Walt Disney
DIS
+$1.65M

Top Sells

1
+$1.15M
2
+$888K
3
+$607K
4
ROL icon
Rollins
ROL
+$330K
5
NVO icon
Novo Nordisk
NVO
+$257K

Sector Composition

1 Consumer Staples 10.82%
2 Healthcare 10.59%
3 Industrials 9.1%
4 Financials 8%
5 Technology 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.31M 0.33%
5,600
-250
77
$1.31M 0.33%
16,466
+486
78
$1.26M 0.32%
20,675
-525
79
$1.25M 0.32%
+34,192
80
$1.22M 0.31%
+12,443
81
$1.19M 0.3%
+51,924
82
$1.15M 0.29%
16,040
-161
83
$1.12M 0.29%
69,950
+2,225
84
$1.12M 0.29%
+16,128
85
$1.11M 0.28%
+26,086
86
$1.11M 0.28%
+8,989
87
$1.04M 0.26%
11,790
88
$996K 0.25%
+28,790
89
$990K 0.25%
12,260
-155
90
$971K 0.25%
16,394
+469
91
$936K 0.24%
35,525
-1,505
92
$934K 0.24%
+34,371
93
$910K 0.23%
23,020
+2,692
94
$902K 0.23%
6,037
+560
95
$895K 0.23%
7,062
-213
96
$883K 0.22%
+43,191
97
$849K 0.22%
9,133
-170
98
$842K 0.21%
7,610
+1,855
99
$837K 0.21%
11,814
-8
100
$784K 0.2%
12,900
2 3
4
5 6