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
$686M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.02M
3
+$872K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$800K
5
SHW icon
Sherwin-Williams
SHW
+$727K

Top Sells

1
+$1.91M
2
+$1.73M
3
+$699K
4
SLB icon
SLB Ltd
SLB
+$507K
5
BHP icon
BHP
BHP
+$375K

Sector Composition

1 Technology 13.46%
2 Healthcare 11.16%
3 Consumer Staples 9%
4 Financials 8.15%
5 Industrials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$702K 0.1%
12,281
+971
102
$665K 0.1%
16,649
+10,660
103
$661K 0.1%
7,949
104
$655K 0.1%
5,300
105
$633K 0.09%
4,869
+309
106
$576K 0.08%
5,905
-111
107
$562K 0.08%
7,513
+2,962
108
$550K 0.08%
12,310
-384
109
$547K 0.08%
8,992
+3,993
110
$525K 0.08%
18,570
+8,676
111
$499K 0.07%
3,338
+198
112
$490K 0.07%
2,828
113
$490K 0.07%
7,951
+1,053
114
$467K 0.07%
6,099
-199
115
$457K 0.07%
+9,796
116
$456K 0.07%
10,271
-8,441
117
$416K 0.06%
+29,412
118
$413K 0.06%
1,337
+477
119
$390K 0.06%
1,067
+468
120
$381K 0.06%
8,650
121
$368K 0.05%
4,789
-46
122
$366K 0.05%
7,603
+1,154
123
$358K 0.05%
14,263
+2,380
124
$344K 0.05%
42,310
125
$343K 0.05%
8,570
-80
3 4
5
6 7