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
$688M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$805K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$718K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$713K

Top Sells

1
+$693K
2
+$317K
3
+$227K
4
LIN icon
Linde
LIN
+$225K
5
COST icon
Costco
COST
+$174K

Sector Composition

1 Technology 11.07%
2 Healthcare 10.61%
3 Consumer Staples 8.54%
4 Financials 8.27%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.7M 0.25%
6,950
+362
77
$1.67M 0.24%
21,868
-339
78
$1.54M 0.22%
9,785
-325
79
$1.5M 0.22%
22,460
-1,360
80
$1.45M 0.21%
13,408
+3,769
81
$1.31M 0.19%
7,473
-207
82
$1.26M 0.18%
15,066
83
$1.15M 0.17%
16,532
-125
84
$1.11M 0.16%
5,803
+206
85
$1.09M 0.16%
4,098
86
$1.08M 0.16%
18,696
-383
87
$1.07M 0.16%
8,816
-75
88
$1.07M 0.16%
6,480
-185
89
$1.07M 0.16%
19,353
-90
90
$1.02M 0.15%
35,328
-890
91
$1.01M 0.15%
4,794
92
$1M 0.15%
7,356
-90
93
$965K 0.14%
17,050
94
$908K 0.13%
10,836
95
$900K 0.13%
11,803
+455
96
$899K 0.13%
4,118
-42
97
$852K 0.12%
3,979
-73
98
$788K 0.11%
10,330
-180
99
$786K 0.11%
6,116
-255
100
$772K 0.11%
12,878
-525
2 3
4
5 6