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
$477M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.75M
3
+$1.72M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.67M
5
AMZN icon
Amazon
AMZN
+$1.47M

Top Sells

1
+$2.73M
2
+$998K
3
+$881K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$839K
5
MA icon
Mastercard
MA
+$661K

Sector Composition

1 Healthcare 9.05%
2 Industrials 8.88%
3 Consumer Staples 8.24%
4 Financials 7.96%
5 Technology 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.32M 0.28%
36,490
-1,788
77
$1.31M 0.27%
14,558
-656
78
$1.19M 0.25%
42,052
-13,483
79
$1.11M 0.23%
37,425
-21,306
80
$1.11M 0.23%
13,683
81
$1.1M 0.23%
101,628
82
$1.09M 0.23%
9,605
-302
83
$1.03M 0.22%
8,977
-231
84
$1.02M 0.21%
15,690
-173
85
$976K 0.2%
16,540
86
$945K 0.2%
7,995
-1,535
87
$890K 0.19%
6,469
+85
88
$884K 0.19%
14,150
-4,800
89
$865K 0.18%
5,353
-885
90
$854K 0.18%
6,295
+745
91
$838K 0.18%
12,290
-600
92
$816K 0.17%
6,054
-25
93
$807K 0.17%
3,958
-750
94
$807K 0.17%
6,160
95
$803K 0.17%
11,555
-2,574
96
$750K 0.16%
16,819
-3,843
97
$742K 0.16%
8,747
-100
98
$735K 0.15%
5,585
-1,040
99
$726K 0.15%
2,920
-95
100
$690K 0.14%
16,268
-160
2 3
4
5 6