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
$688M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$805K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$718K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$713K

Top Sells

1
+$693K
2
+$317K
3
+$227K
4
LIN icon
Linde
LIN
+$225K
5
COST icon
Costco
COST
+$174K

Sector Composition

1 Technology 11.07%
2 Healthcare 10.61%
3 Consumer Staples 8.54%
4 Financials 8.27%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$765K 0.11%
8,842
-151
102
$756K 0.11%
4,920
103
$745K 0.11%
7,943
+715
104
$728K 0.11%
3,839
+254
105
$721K 0.1%
4,686
+178
106
$645K 0.09%
29,189
-975
107
$641K 0.09%
7,949
+931
108
$607K 0.09%
6,400
-105
109
$599K 0.09%
7,396
+202
110
$569K 0.08%
3,530
+82
111
$565K 0.08%
11,783
-127
112
$557K 0.08%
8,020
+175
113
$540K 0.08%
12,018
-118
114
$506K 0.07%
2,828
115
$453K 0.07%
+6,977
116
$440K 0.06%
8,813
-77
117
$424K 0.06%
42,310
-778
118
$423K 0.06%
7,896
-8
119
$407K 0.06%
11,800
120
$387K 0.06%
25,812
-1,000
121
$377K 0.05%
3,021
-50
122
$370K 0.05%
2,972
-25
123
$362K 0.05%
8,059
124
$361K 0.05%
3,825
-6
125
$361K 0.05%
1,122
-50
3 4
5
6 7