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
$477M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.75M
3
+$1.72M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.67M
5
AMZN icon
Amazon
AMZN
+$1.47M

Top Sells

1
+$2.73M
2
+$998K
3
+$881K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$839K
5
MA icon
Mastercard
MA
+$661K

Sector Composition

1 Healthcare 9.05%
2 Industrials 8.88%
3 Consumer Staples 8.24%
4 Financials 7.96%
5 Technology 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$687K 0.14%
6,065
-1,075
102
$676K 0.14%
6,925
-1,400
103
$674K 0.14%
8,514
104
$669K 0.14%
11,000
-1,000
105
$656K 0.14%
+9,025
106
$656K 0.14%
17,452
-290
107
$652K 0.14%
12,961
-490
108
$646K 0.14%
+28,010
109
$611K 0.13%
7,776
-1,450
110
$605K 0.13%
7,289
-2,133
111
$596K 0.12%
11,576
-100
112
$574K 0.12%
7,192
-1,275
113
$566K 0.12%
16,739
-1,230
114
$566K 0.12%
10,918
-2,790
115
$561K 0.12%
3,372
+392
116
$538K 0.11%
3,767
-1,210
117
$524K 0.11%
3,800
+15
118
$518K 0.11%
3,740
+360
119
$517K 0.11%
8,545
-240
120
$483K 0.1%
12,243
+525
121
$474K 0.1%
3,828
+395
122
$444K 0.09%
6,740
-676
123
$435K 0.09%
8,750
-200
124
$412K 0.09%
12,350
-4,210
125
$395K 0.08%
14,500
3 4
5
6 7