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
$603M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$725K
3
+$450K
4
GD icon
General Dynamics
GD
+$437K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$321K

Top Sells

1
+$1.09M
2
+$860K
3
+$785K
4
WFC icon
Wells Fargo
WFC
+$555K
5
ROL icon
Rollins
ROL
+$427K

Sector Composition

1 Healthcare 10.38%
2 Technology 8.77%
3 Financials 8.13%
4 Consumer Staples 8.07%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.56M 0.26%
7,680
-20
77
$1.41M 0.23%
16,915
-174
78
$1.39M 0.23%
14,685
-75
79
$1.34M 0.22%
6,219
+637
80
$1.31M 0.22%
8,388
-259
81
$1.18M 0.2%
7,020
-85
82
$1.14M 0.19%
14,464
-95
83
$1.12M 0.19%
7,713
-9
84
$1.12M 0.19%
9,799
-944
85
$1.1M 0.18%
23,254
-860
86
$1.05M 0.17%
19,874
-494
87
$1M 0.17%
4,659
-105
88
$987K 0.16%
7,799
-320
89
$986K 0.16%
+10,719
90
$935K 0.16%
7,031
-81
91
$930K 0.15%
20,135
-315
92
$902K 0.15%
5,075
-200
93
$876K 0.15%
8,025
-125
94
$861K 0.14%
4,770
+185
95
$848K 0.14%
6,650
-59
96
$832K 0.14%
4,615
+93
97
$816K 0.14%
5,427
98
$809K 0.13%
10,108
-120
99
$805K 0.13%
11,595
+1,010
100
$780K 0.13%
5,280
+407
2 3
4
5 6