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
$914M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.6M
3
+$1.31M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.29M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.11M

Top Sells

1
+$1.1M
2
+$1.02M
3
+$925K
4
AAPL icon
Apple
AAPL
+$832K
5
ADBE icon
Adobe
ADBE
+$745K

Sector Composition

1 Technology 13.93%
2 Healthcare 10.13%
3 Financials 7.96%
4 Consumer Staples 7.27%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.04M 0.22%
14,619
+45
77
$1.87M 0.2%
14,000
-760
78
$1.76M 0.19%
5,855
79
$1.68M 0.18%
15,817
-112
80
$1.6M 0.18%
+540,407
81
$1.58M 0.17%
10,778
-27
82
$1.55M 0.17%
5,641
-256
83
$1.5M 0.16%
4,573
+25
84
$1.45M 0.16%
15,399
-75
85
$1.45M 0.16%
16,933
+251
86
$1.41M 0.15%
6,426
-120
87
$1.34M 0.15%
8,697
+227
88
$1.22M 0.13%
4,605
-175
89
$1.2M 0.13%
4,871
+121
90
$1.07M 0.12%
9,584
-133
91
$1.06M 0.12%
27,283
+2,348
92
$1.03M 0.11%
12,629
+303
93
$1.03M 0.11%
17,141
-723
94
$1.01M 0.11%
19,135
+5,870
95
$1M 0.11%
3,411
-68
96
$965K 0.11%
+28,627
97
$957K 0.1%
6,801
-312
98
$953K 0.1%
6,086
-223
99
$938K 0.1%
15,198
+1,621
100
$925K 0.1%
2,985
-59
2 3
4
5 6