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
$360M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.83M
3
+$1.56M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.42M
5
MMM icon
3M
MMM
+$1.31M

Top Sells

1
+$596K
2
+$515K
3
+$502K
4
COST icon
Costco
COST
+$374K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$339K

Sector Composition

1 Consumer Staples 11.15%
2 Healthcare 10.76%
3 Industrials 10.28%
4 Consumer Discretionary 7.62%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$427K 0.12%
7,655
-1,650
102
$408K 0.11%
3,668
-75
103
$370K 0.1%
13,016
+4,820
104
$345K 0.1%
24,550
+3,100
105
$343K 0.1%
2,755
-525
106
$342K 0.09%
+8,004
107
$335K 0.09%
6,790
+1,215
108
$331K 0.09%
4,500
-200
109
$329K 0.09%
11,950
-3,000
110
$328K 0.09%
2,885
-488
111
$319K 0.09%
2,510
+345
112
$309K 0.09%
2,460
113
$307K 0.09%
4,936
114
$307K 0.09%
2,505
+570
115
$301K 0.08%
3,660
-553
116
$286K 0.08%
2,660
+325
117
$283K 0.08%
7,061
+133
118
$282K 0.08%
6,526
119
$263K 0.07%
5,000
-1,500
120
$255K 0.07%
4,138
+603
121
$252K 0.07%
1,223
-5
122
$250K 0.07%
8,852
+308
123
$243K 0.07%
7,365
-591
124
$240K 0.07%
1,562
-68
125
$234K 0.06%
+3,000
2 3 4
5
6