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
$686M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.02M
3
+$872K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$800K
5
SHW icon
Sherwin-Williams
SHW
+$727K

Top Sells

1
+$1.91M
2
+$1.73M
3
+$699K
4
SLB icon
SLB Ltd
SLB
+$507K
5
BHP icon
BHP
BHP
+$375K

Sector Composition

1 Technology 13.46%
2 Healthcare 11.16%
3 Consumer Staples 9%
4 Financials 8.15%
5 Industrials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.64M 0.24%
12,556
+1,037
77
$1.63M 0.24%
88,754
-27,571
78
$1.63M 0.24%
8,643
-2
79
$1.59M 0.23%
23,706
+11,931
80
$1.49M 0.22%
20,940
+2,080
81
$1.33M 0.19%
21,467
+659
82
$1.33M 0.19%
15,005
+2,906
83
$1.31M 0.19%
6,829
-522
84
$1.26M 0.18%
15,176
-199
85
$1.09M 0.16%
4,349
+1,155
86
$1.09M 0.16%
17,996
+644
87
$1.07M 0.16%
4,890
-55
88
$1.04M 0.15%
31,824
-1,086
89
$1.01M 0.15%
5,269
-121
90
$952K 0.14%
4,077
-98
91
$934K 0.14%
6,525
+1,195
92
$898K 0.13%
4,985
+700
93
$851K 0.12%
19,053
+4,497
94
$841K 0.12%
10,636
+186
95
$831K 0.12%
7,087
+2,961
96
$785K 0.11%
3,797
-77
97
$780K 0.11%
8,393
+175
98
$777K 0.11%
12,993
+1,872
99
$774K 0.11%
3,871
+211
100
$759K 0.11%
6,739
-628
2 3
4
5 6