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
$521M
AUM Growth
-$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$716K
2
+$619K
3
+$550K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$461K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$414K

Top Sells

1
+$6.43M
2
+$1.37M
3
+$1.26M
4
SLB icon
SLB Limited
SLB
+$1.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.06M

Sector Composition

1 Healthcare 10.5%
2 Consumer Staples 8.74%
3 Financials 8.22%
4 Technology 8.08%
5 Consumer Discretionary 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$603K 0.12%
16,419
-17,697
102
$580K 0.11%
6,650
103
$567K 0.11%
7,224
-413
104
$558K 0.11%
9,812
+62
105
$502K 0.1%
13,500
106
$500K 0.1%
6,544
-65
107
$480K 0.09%
12,290
+37
108
$473K 0.09%
3,603
-57
109
$455K 0.09%
10,065
-310
110
$454K 0.09%
6,951
-728
111
$447K 0.09%
4,785
-175
112
$402K 0.08%
+29,812
113
$335K 0.06%
2,249
114
$329K 0.06%
+3,360
115
$325K 0.06%
8,340
+2
116
$317K 0.06%
1,269
+90
117
$311K 0.06%
4,627
118
$306K 0.06%
6,966
119
$303K 0.06%
5,148
-80
120
$301K 0.06%
5,000
121
$296K 0.06%
2,742
122
$292K 0.06%
11,500
+2,000
123
$291K 0.06%
2,674
-502
124
$290K 0.06%
3,046
125
$286K 0.05%
4,350
-50
3 4
5
6 7