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
$393M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$2.84M
3
+$1.81M
4
HAIN icon
Hain Celestial
HAIN
+$1.71M
5
DIS icon
Walt Disney
DIS
+$1.65M

Top Sells

1
+$1.15M
2
+$888K
3
+$607K
4
ROL icon
Rollins
ROL
+$330K
5
NVO icon
Novo Nordisk
NVO
+$257K

Sector Composition

1 Consumer Staples 10.82%
2 Healthcare 10.59%
3 Industrials 9.1%
4 Financials 8%
5 Technology 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$775K 0.2%
6,285
102
$667K 0.17%
3,520
-95
103
$666K 0.17%
12,414
+6,960
104
$646K 0.16%
5,739
+435
105
$619K 0.16%
+4,704
106
$596K 0.15%
7,487
+85
107
$580K 0.15%
13,500
108
$555K 0.14%
+8,260
109
$554K 0.14%
+8,156
110
$534K 0.14%
15,587
+5,075
111
$487K 0.12%
+5,300
112
$484K 0.12%
3,474
+1,864
113
$483K 0.12%
3,658
+165
114
$478K 0.12%
4,415
-85
115
$466K 0.12%
+33,051
116
$464K 0.12%
16,950
+5,500
117
$443K 0.11%
+12,970
118
$438K 0.11%
9,350
-400
119
$433K 0.11%
7,796
+2,559
120
$427K 0.11%
+4,291
121
$424K 0.11%
3,540
+180
122
$423K 0.11%
5,487
-625
123
$406K 0.1%
+8,730
124
$400K 0.1%
+8,700
125
$398K 0.1%
+5,790
3 4
5
6 7