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
$849M
AUM Growth
+$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.24M
3
+$3.22M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.76M

Top Sells

1
+$4.27M
2
+$821K
3
+$514K
4
EMR icon
Emerson Electric
EMR
+$365K
5
SLB icon
SLB Ltd
SLB
+$279K

Sector Composition

1 Technology 12.84%
2 Healthcare 9.94%
3 Financials 8.38%
4 Consumer Staples 7.78%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.93M 0.23%
16,670
77
$1.73M 0.2%
10,760
-158
78
$1.71M 0.2%
5,883
-600
79
$1.67M 0.2%
16,180
-640
80
$1.6M 0.19%
15,954
-30
81
$1.57M 0.18%
17,399
-4,043
82
$1.47M 0.17%
6,029
-199
83
$1.41M 0.17%
6,396
-104
84
$1.4M 0.17%
4,593
+1,144
85
$1.4M 0.16%
16,455
+1,573
86
$1.21M 0.14%
8,253
+667
87
$1.16M 0.14%
4,771
+361
88
$1.07M 0.13%
4,670
-115
89
$1.06M 0.12%
3,525
-107
90
$1.06M 0.12%
17,879
91
$1.04M 0.12%
10,167
-215
92
$1.01M 0.12%
12,326
+2,412
93
$969K 0.11%
6,394
-45
94
$918K 0.11%
7,063
-575
95
$914K 0.11%
5,731
-75
96
$901K 0.11%
3,050
-315
97
$887K 0.1%
16,824
+4,148
98
$887K 0.1%
4,687
+60
99
$876K 0.1%
22,732
+5,150
100
$873K 0.1%
16,380
-50
2 3
4
5 6