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
$754M
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$1.79M
3
+$1.28M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M
5
MBB icon
iShares MBS ETF
MBB
+$1.2M

Top Sells

1
+$2.33M
2
+$2.3M
3
+$1.48M
4
NVDA icon
NVIDIA
NVDA
+$615K
5
AMZN icon
Amazon
AMZN
+$475K

Sector Composition

1 Technology 13.95%
2 Healthcare 11.29%
3 Consumer Staples 8.98%
4 Financials 8.08%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.83M 0.24%
8,368
-275
77
$1.72M 0.23%
34,114
-46,111
78
$1.53M 0.2%
11,437
-1,119
79
$1.46M 0.19%
6,715
-114
80
$1.45M 0.19%
19,760
-1,180
81
$1.44M 0.19%
16,014
+838
82
$1.41M 0.19%
21,467
83
$1.33M 0.18%
85,480
-3,274
84
$1.33M 0.18%
15,040
+35
85
$1.25M 0.17%
4,485
+136
86
$1.1M 0.15%
31,624
-200
87
$1.09M 0.14%
17,879
-117
88
$1.08M 0.14%
8,383
+1,296
89
$1.03M 0.14%
4,960
-25
90
$1.01M 0.13%
4,939
-330
91
$974K 0.13%
6,510
-15
92
$934K 0.12%
4,445
-445
93
$926K 0.12%
18,756
-297
94
$905K 0.12%
10,472
-164
95
$865K 0.11%
3,810
-267
96
$834K 0.11%
3,766
-31
97
$820K 0.11%
9,879
+1,930
98
$806K 0.11%
3,436
-435
99
$796K 0.11%
7,813
-580
100
$789K 0.1%
6,674
-65
2 3
4
5 6