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
$667M
AUM Growth
-$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$639K
3
+$506K
4
MKL icon
Markel Group
MKL
+$403K
5
LUV icon
Southwest Airlines
LUV
+$245K

Top Sells

1
+$13.5M
2
+$11M
3
+$8.17M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.49M

Sector Composition

1 Technology 14.66%
2 Healthcare 10.86%
3 Consumer Staples 8.73%
4 Financials 7.69%
5 Industrials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.26M 0.19%
12,890
-2,509
77
$1.26M 0.19%
9,040
-6,440
78
$1.25M 0.19%
4,919
+148
79
$1.23M 0.18%
4,608
+3
80
$1.22M 0.18%
21,167
-14,254
81
$1.19M 0.18%
11,417
-11,746
82
$1.1M 0.17%
10,076
-10,371
83
$1.05M 0.16%
27,548
-1,292
84
$1.05M 0.16%
16,870
-75
85
$1.04M 0.16%
3,415
+280
86
$1.03M 0.15%
5,017
-1,377
87
$1.02M 0.15%
8,221
-2,414
88
$1.01M 0.15%
18,144
-64
89
$1.01M 0.15%
18,755
-7,350
90
$958K 0.14%
10,262
+88
91
$905K 0.14%
7,541
+630
92
$896K 0.13%
15,671
-578
93
$876K 0.13%
4,502
+20
94
$853K 0.13%
523,134
-17,273
95
$816K 0.12%
2,727
-1,996
96
$795K 0.12%
7,424
-25,147
97
$785K 0.12%
28,627
98
$772K 0.12%
9,914
-2,874
99
$740K 0.11%
1,639
-240
100
$735K 0.11%
10,400
-10,800
2 3
4
5 6