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
$358M
AUM Growth
-$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$838K
2
+$549K
3
+$508K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$486K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$413K

Top Sells

1
+$5.12M
2
+$1.71M
3
+$705K
4
LH icon
Labcorp
LH
+$204K
5
SBUX icon
Starbucks
SBUX
+$145K

Sector Composition

1 Healthcare 11.05%
2 Consumer Staples 10.68%
3 Industrials 9.97%
4 Technology 7.78%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$408K 0.11%
9,750
-275
102
$407K 0.11%
27,750
+3,200
103
$396K 0.11%
7,586
-69
104
$374K 0.1%
7,535
+745
105
$373K 0.1%
3,355
+470
106
$364K 0.1%
4,735
+235
107
$354K 0.1%
8,911
+1,850
108
$354K 0.1%
2,755
109
$338K 0.09%
2,725
+220
110
$337K 0.09%
4,134
+474
111
$329K 0.09%
2,640
+130
112
$328K 0.09%
11,950
113
$323K 0.09%
+4,753
114
$318K 0.09%
3,035
+375
115
$301K 0.08%
4,906
-30
116
$292K 0.08%
7,200
-804
117
$283K 0.08%
8,915
+1,550
118
$279K 0.08%
5,210
-2,700
119
$273K 0.08%
2,410
-50
120
$270K 0.08%
2,622
+344
121
$266K 0.07%
8,852
122
$263K 0.07%
6,526
123
$262K 0.07%
5,000
124
$260K 0.07%
2,460
+340
125
$252K 0.07%
+1,630
2 3 4
5
6