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
$454M
AUM Growth
+$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$1.5M
3
+$1.21M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$591K
5
NVO icon
Novo Nordisk
NVO
+$523K

Top Sells

1
+$1.55M
2
+$701K
3
+$265K
4
CERN
Cerner Corp
CERN
+$233K
5
WAT icon
Waters Corp
WAT
+$228K

Sector Composition

1 Healthcare 9.08%
2 Industrials 8.98%
3 Consumer Staples 8.32%
4 Financials 8.03%
5 Technology 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.31M 0.29%
12,135
-105
77
$1.28M 0.28%
15,214
-165
78
$1.13M 0.25%
9,530
-101
79
$1.13M 0.25%
101,628
80
$1.1M 0.24%
13,683
+40
81
$1.09M 0.24%
18,950
-150
82
$1.09M 0.24%
4,708
83
$1.04M 0.23%
9,907
-132
84
$1.03M 0.23%
9,208
-207
85
$1.02M 0.23%
16,540
86
$993K 0.22%
15,863
+111
87
$970K 0.21%
12,890
-500
88
$960K 0.21%
6,238
-92
89
$900K 0.2%
14,129
-236
90
$861K 0.19%
6,384
+49
91
$842K 0.19%
8,325
92
$815K 0.18%
12,504
-900
93
$794K 0.18%
20,662
-3,150
94
$794K 0.18%
6,625
-193
95
$789K 0.17%
6,160
-125
96
$758K 0.17%
9,422
-115
97
$754K 0.17%
4,977
-28
98
$751K 0.17%
7,140
-730
99
$731K 0.16%
12,000
100
$730K 0.16%
6,079
2 3
4
5 6