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
$776M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.61M
3
+$1.17M
4
MBB icon
iShares MBS ETF
MBB
+$890K
5
NEE icon
NextEra Energy
NEE
+$684K

Top Sells

1
+$4.42M
2
+$3.2M
3
+$3M
4
BAX icon
Baxter International
BAX
+$2.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.47M

Sector Composition

1 Technology 13.58%
2 Healthcare 10.65%
3 Financials 8.37%
4 Consumer Staples 8.32%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.63M 0.21%
27,908
-6,206
77
$1.61M 0.21%
15,984
-30
78
$1.61M 0.21%
+4,591
79
$1.61M 0.21%
11,554
-3,365
80
$1.59M 0.21%
10,918
-519
81
$1.5M 0.19%
6,228
-487
82
$1.47M 0.19%
16,820
-2,940
83
$1.31M 0.17%
14,882
-158
84
$1.31M 0.17%
8,803
-29,717
85
$1.27M 0.16%
6,500
-10
86
$1.1M 0.14%
17,879
87
$1.08M 0.14%
4,410
-550
88
$1.07M 0.14%
4,785
-154
89
$1.07M 0.14%
7,586
-797
90
$1.07M 0.14%
10,382
-90
91
$1.04M 0.13%
3,632
-134
92
$926K 0.12%
3,365
-71
93
$918K 0.12%
7,638
-175
94
$916K 0.12%
3,449
-1,036
95
$895K 0.12%
4,432
-13
96
$881K 0.11%
6,439
-235
97
$849K 0.11%
16,430
+590
98
$826K 0.11%
37,842
-47,638
99
$822K 0.11%
9,914
+35
100
$811K 0.1%
3,319
-491
2 3
4
5 6