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
$289M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.66M
3
+$2.19M
4
ABT icon
Abbott
ABT
+$1.87M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$1.31M

Top Sells

1
+$5.65M
2
+$620K
3
+$344K
4
JPM icon
JPMorgan Chase
JPM
+$252K
5
VIVO
Meridian Bioscience Inc
VIVO
+$238K

Sector Composition

1 Consumer Staples 9.69%
2 Healthcare 9.27%
3 Industrials 9.26%
4 Technology 8.15%
5 Financials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$294K 0.1%
2,923
-550
102
$293K 0.1%
3,306
103
$291K 0.1%
5,030
-500
104
$285K 0.1%
+4,901
105
$284K 0.1%
2,935
+180
106
$275K 0.1%
6,776
+676
107
$264K 0.09%
9,363
+1,371
108
$259K 0.09%
2,491
109
$259K 0.09%
9,686
+662
110
$258K 0.09%
2,565
111
$254K 0.09%
2,275
+125
112
$239K 0.08%
1,223
-30
113
$233K 0.08%
2,133
+10
114
$229K 0.08%
+8,544
115
$214K 0.07%
+1,845
116
$207K 0.07%
+4,470
117
$206K 0.07%
+5,320
118
$203K 0.07%
+1,950
119
$202K 0.07%
+2,401
120
– –
-4,155
121
– –
-10,923
122
– –
-45,516
1 2 3 4
5