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
$446M
AUM Growth
+$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.48M
3
+$1.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.19M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$797K

Top Sells

1
+$5.58M
2
+$4.82M
3
+$1.81M
4
WFM
Whole Foods Market Inc
WFM
+$887K
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$843K

Sector Composition

1 Healthcare 10.05%
2 Consumer Staples 8.9%
3 Industrials 7.98%
4 Financials 7.24%
5 Technology 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.31M 0.29%
56,880
+4,475
77
$1.27M 0.29%
19,101
-1,137
78
$1.25M 0.28%
4,708
-50
79
$1.15M 0.26%
13,643
+415
80
$1.14M 0.25%
19,100
-1,300
81
$1.07M 0.24%
101,628
+4,500
82
$1.06M 0.24%
16,540
-1,300
83
$1.05M 0.23%
10,039
+284
84
$1.01M 0.23%
9,631
+500
85
$994K 0.22%
9,415
+329
86
$993K 0.22%
15,752
-98
87
$982K 0.22%
14,365
+447
88
$943K 0.21%
6,330
+214
89
$935K 0.21%
23,812
-3,174
90
$918K 0.21%
13,404
-4,996
91
$890K 0.2%
13,390
-900
92
$852K 0.19%
6,285
93
$849K 0.19%
9,541
-73
94
$810K 0.18%
9,147
-750
95
$805K 0.18%
8,325
-310
96
$804K 0.18%
7,870
-294
97
$794K 0.18%
6,818
-25
98
$787K 0.18%
6,335
-25
99
$762K 0.17%
20,032
+195
100
$761K 0.17%
6,079
-33
2 3
4
5 6