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
$568M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$2.95M
3
+$877K
4
VB icon
Vanguard Small-Cap ETF
VB
+$733K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$687K

Top Sells

1
+$3.43M
2
+$3.24M
3
+$2.46M
4
EOG icon
EOG Resources
EOG
+$908K
5
AAPL icon
Apple
AAPL
+$714K

Sector Composition

1 Technology 11.79%
2 Healthcare 11.24%
3 Consumer Staples 9.35%
4 Financials 7.97%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$574K 0.1%
11,310
-493
102
$532K 0.09%
3,660
-179
103
$518K 0.09%
5,300
-3,516
104
$503K 0.09%
4,560
-126
105
$493K 0.09%
6,016
-100
106
$482K 0.08%
12,694
-3,838
107
$433K 0.08%
3,140
-390
108
$427K 0.08%
4,126
+1,105
109
$405K 0.07%
2,246
+429
110
$404K 0.07%
6,298
-102
111
$383K 0.07%
2,828
112
$364K 0.06%
6,898
-998
113
$361K 0.06%
4,835
-2,142
114
$342K 0.06%
3,085
-100
115
$336K 0.06%
8,650
-8,400
116
$314K 0.06%
42,310
117
$309K 0.05%
8,650
-163
118
$293K 0.05%
11,500
119
$292K 0.05%
11,500
120
$286K 0.05%
4,551
-2,845
121
$271K 0.05%
1,959
-44
122
$267K 0.05%
4,999
-3,021
123
$265K 0.05%
7,700
-359
124
$265K 0.05%
6,449
+2,470
125
$259K 0.05%
4,304
-328
3 4
5
6 7