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
$754M
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$1.79M
3
+$1.28M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M
5
MBB icon
iShares MBS ETF
MBB
+$1.2M

Top Sells

1
+$2.33M
2
+$2.3M
3
+$1.48M
4
NVDA icon
NVIDIA
NVDA
+$615K
5
AMZN icon
Amazon
AMZN
+$475K

Sector Composition

1 Technology 13.95%
2 Healthcare 11.29%
3 Consumer Staples 8.98%
4 Financials 8.08%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$698K 0.09%
15,840
-809
102
$690K 0.09%
4,764
-105
103
$658K 0.09%
18,231
-339
104
$655K 0.09%
12,640
-353
105
$654K 0.09%
11,171
-1,110
106
$618K 0.08%
7,669
+156
107
$615K 0.08%
4,800
-500
108
$597K 0.08%
2,828
109
$584K 0.08%
5,881
-24
110
$575K 0.08%
9,042
+50
111
$519K 0.07%
3,178
-160
112
$491K 0.07%
7,952
+1
113
$482K 0.06%
5,964
-135
114
$466K 0.06%
31,612
+2,200
115
$435K 0.06%
+11,750
116
$429K 0.06%
8,309
+706
117
$421K 0.06%
15,860
+1,597
118
$405K 0.05%
8,733
+56
119
$403K 0.05%
11,717
-593
120
$399K 0.05%
6,028
+612
121
$386K 0.05%
1,740
-250
122
$384K 0.05%
1,002
-65
123
$375K 0.05%
4,000
124
$372K 0.05%
1,112
-225
125
$371K 0.05%
10,428
+948
3 4
5
6 7