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
$454M
AUM Growth
+$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$1.5M
3
+$1.21M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$591K
5
NVO icon
Novo Nordisk
NVO
+$523K

Top Sells

1
+$1.55M
2
+$701K
3
+$265K
4
CERN
Cerner Corp
CERN
+$233K
5
WAT icon
Waters Corp
WAT
+$228K

Sector Composition

1 Healthcare 9.08%
2 Industrials 8.98%
3 Consumer Staples 8.32%
4 Financials 8.03%
5 Technology 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$728K 0.16%
9,226
-315
102
$681K 0.15%
16,428
103
$677K 0.15%
8,847
-300
104
$677K 0.15%
3,015
105
$674K 0.15%
5,550
+505
106
$673K 0.15%
8,467
-25
107
$668K 0.15%
13,708
-190
108
$636K 0.14%
13,451
-278
109
$634K 0.14%
17,742
-2,290
110
$630K 0.14%
8,514
-65
111
$600K 0.13%
11,676
-1,955
112
$593K 0.13%
16,560
113
$543K 0.12%
17,969
-4,580
114
$521K 0.11%
8,785
+565
115
$480K 0.11%
3,785
+285
116
$473K 0.1%
2,980
-333
117
$461K 0.1%
7,416
+101
118
$440K 0.1%
8,950
-275
119
$435K 0.1%
3,380
+270
120
$410K 0.09%
11,718
+69
121
$410K 0.09%
3,433
+275
122
$404K 0.09%
3,013
-325
123
$397K 0.09%
17,223
-555
124
$395K 0.09%
14,500
125
$383K 0.08%
3,264
-1,050
3 4
5
6 7