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
$994M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.42M
3
+$1.25M
4
MKL icon
Markel Group
MKL
+$1.16M
5
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$974K

Top Sells

1
+$1.02M
2
+$982K
3
+$713K
4
NVDA icon
NVIDIA
NVDA
+$688K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$613K

Sector Composition

1 Technology 14.96%
2 Healthcare 10.91%
3 Consumer Staples 7.85%
4 Financials 7.32%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.24M 0.23%
15,480
+1,480
77
$2.17M 0.22%
35,421
+333
78
$2M 0.2%
5,412
-443
79
$1.96M 0.2%
4,723
+150
80
$1.74M 0.18%
15,777
-40
81
$1.71M 0.17%
5,590
-51
82
$1.64M 0.16%
1,327
+938
83
$1.58M 0.16%
10,635
-143
84
$1.52M 0.15%
8,832
+135
85
$1.48M 0.15%
26,105
+6,970
86
$1.43M 0.14%
15,399
87
$1.42M 0.14%
6,394
-32
88
$1.4M 0.14%
16,564
-369
89
$1.27M 0.13%
4,771
-100
90
$1.26M 0.13%
540,407
91
$1.25M 0.13%
+21,200
92
$1.23M 0.12%
4,605
93
$1.16M 0.12%
28,840
+1,557
94
$1.08M 0.11%
9,379
-205
95
$1.07M 0.11%
3,135
+150
96
$1.03M 0.1%
12,788
+159
97
$1.02M 0.1%
18,208
+208
98
$1.01M 0.1%
6,046
-40
99
$1.01M 0.1%
17,094
-47
100
$1.01M 0.1%
16,249
+1,051
2 3
4
5 6