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
$603M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$725K
3
+$450K
4
GD icon
General Dynamics
GD
+$437K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$321K

Top Sells

1
+$1.09M
2
+$860K
3
+$785K
4
WFC icon
Wells Fargo
WFC
+$555K
5
ROL icon
Rollins
ROL
+$427K

Sector Composition

1 Healthcare 10.38%
2 Technology 8.77%
3 Financials 8.13%
4 Consumer Staples 8.07%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$769K 0.13%
3,715
-177
102
$760K 0.13%
15,632
-2,919
103
$750K 0.12%
75,300
-3,480
104
$661K 0.11%
9,750
-14
105
$619K 0.1%
11,778
-10,552
106
$596K 0.1%
7,637
+95
107
$596K 0.1%
6,609
+110
108
$582K 0.1%
7,679
+791
109
$539K 0.09%
10,375
-615
110
$526K 0.09%
12,253
-751
111
$513K 0.09%
3,660
+260
112
$509K 0.08%
4,960
-50
113
$509K 0.08%
13,500
-650
114
$459K 0.08%
3,176
-26
115
$407K 0.07%
4,627
-21
116
$386K 0.06%
3,670
+50
117
$358K 0.06%
8,338
-119
118
$356K 0.06%
2,742
119
$356K 0.06%
5,228
-5
120
$353K 0.06%
4,557
-1,731
121
$343K 0.06%
1,179
-80
122
$338K 0.06%
2,249
-11
123
$332K 0.06%
6,444
-1,645
124
$332K 0.06%
1,560
-45
125
$324K 0.05%
3,046
-1,000
3 4
5
6 7