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
$521M
AUM Growth
-$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$716K
2
+$619K
3
+$550K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$461K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$414K

Top Sells

1
+$6.43M
2
+$1.37M
3
+$1.26M
4
SLB icon
SLB Limited
SLB
+$1.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.06M

Sector Composition

1 Healthcare 10.5%
2 Consumer Staples 8.74%
3 Financials 8.22%
4 Technology 8.08%
5 Consumer Discretionary 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.26%
14,685
77
$1.18M 0.23%
14,924
+460
78
$1.1M 0.21%
14,813
+4,094
79
$1.06M 0.2%
8,125
-263
80
$1.05M 0.2%
10,349
+550
81
$1.04M 0.2%
19,754
-120
82
$971K 0.19%
20,694
-2,560
83
$947K 0.18%
7,080
+60
84
$923K 0.18%
7,093
-620
85
$921K 0.18%
19,435
-700
86
$831K 0.16%
7,485
-314
87
$818K 0.16%
5,307
-120
88
$787K 0.15%
5,025
-50
89
$765K 0.15%
4,552
-107
90
$760K 0.15%
7,067
+36
91
$732K 0.14%
4,550
-1,669
92
$726K 0.14%
4,522
-93
93
$722K 0.14%
7,825
-200
94
$702K 0.13%
4,660
-110
95
$684K 0.13%
9,901
-207
96
$672K 0.13%
11,333
-262
97
$638K 0.12%
3,715
98
$631K 0.12%
14,552
-1,080
99
$626K 0.12%
69,678
-5,622
100
$620K 0.12%
5,153
-127
2 3
4
5 6