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
$776M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.61M
3
+$1.17M
4
MBB icon
iShares MBS ETF
MBB
+$890K
5
NEE icon
NextEra Energy
NEE
+$684K

Top Sells

1
+$4.42M
2
+$3.2M
3
+$3M
4
BAX icon
Baxter International
BAX
+$2.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.47M

Sector Composition

1 Technology 13.58%
2 Healthcare 10.65%
3 Financials 8.37%
4 Consumer Staples 8.32%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$799K 0.1%
10,975
-196
102
$786K 0.1%
4,627
-137
103
$775K 0.1%
10,730
-21,510
104
$765K 0.1%
5,806
-75
105
$695K 0.09%
12,676
-6,080
106
$672K 0.09%
9,218
+176
107
$665K 0.09%
7,188
-481
108
$638K 0.08%
1,707
+595
109
$627K 0.08%
17,964
-13,660
110
$615K 0.08%
6,223
+195
111
$611K 0.08%
4,034
-766
112
$600K 0.08%
17,582
+1,722
113
$575K 0.07%
5,931
-33
114
$565K 0.07%
14,457
-3,774
115
$558K 0.07%
12,155
+405
116
$542K 0.07%
3,118
-60
117
$535K 0.07%
9,033
+724
118
$493K 0.06%
11,743
+1,315
119
$477K 0.06%
31,237
-375
120
$468K 0.06%
7,954
+2
121
$458K 0.06%
8,735
+2
122
$415K 0.05%
7,925
123
$400K 0.05%
8,464
-20
124
$369K 0.05%
8,938
-2,779
125
$362K 0.05%
40,503
3 4
5
6 7