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
$568M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$2.95M
3
+$877K
4
VB icon
Vanguard Small-Cap ETF
VB
+$733K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$687K

Top Sells

1
+$3.43M
2
+$3.24M
3
+$2.46M
4
EOG icon
EOG Resources
EOG
+$908K
5
AAPL icon
Apple
AAPL
+$714K

Sector Composition

1 Technology 11.79%
2 Healthcare 11.24%
3 Consumer Staples 9.35%
4 Financials 7.97%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.37M 0.24%
6,460
-490
77
$1.31M 0.23%
11,519
-1,599
78
$1.11M 0.19%
7,351
-122
79
$1.1M 0.19%
18,860
-3,600
80
$1.09M 0.19%
15,375
+6,533
81
$1.03M 0.18%
12,099
-2,967
82
$992K 0.17%
20,808
-1,060
83
$991K 0.17%
32,910
-2,418
84
$953K 0.17%
17,352
-1,344
85
$936K 0.16%
4,175
+77
86
$895K 0.16%
5,390
-413
87
$857K 0.15%
4,945
+25
88
$731K 0.13%
7,367
+11
89
$713K 0.13%
4,285
-509
90
$699K 0.12%
10,550
-37,110
91
$687K 0.12%
+11,775
92
$654K 0.12%
7,949
93
$644K 0.11%
14,556
-4,797
94
$635K 0.11%
10,450
+120
95
$626K 0.11%
8,218
+275
96
$613K 0.11%
18,712
-104,724
97
$613K 0.11%
3,874
-105
98
$610K 0.11%
5,330
-1,150
99
$602K 0.11%
11,121
-1,757
100
$596K 0.1%
3,194
-924
2 3
4
5 6