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
$849M
AUM Growth
+$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.24M
3
+$3.22M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.76M

Top Sells

1
+$4.27M
2
+$821K
3
+$514K
4
EMR icon
Emerson Electric
EMR
+$365K
5
SLB icon
SLB Ltd
SLB
+$279K

Sector Composition

1 Technology 12.84%
2 Healthcare 9.94%
3 Financials 8.38%
4 Consumer Staples 7.78%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$810K 0.1%
9,595
-1,380
102
$802K 0.09%
4,162
-270
103
$786K 0.09%
8,081
+893
104
$781K 0.09%
12,202
+5,638
105
$775K 0.09%
4,275
-4,528
106
$750K 0.09%
27,573
-10,269
107
$743K 0.09%
3,134
-185
108
$740K 0.09%
12,062
+3,029
109
$738K 0.09%
1,863
+156
110
$711K 0.08%
6,501
+570
111
$696K 0.08%
9,173
-45
112
$675K 0.08%
3,935
-99
113
$625K 0.07%
+1,670
114
$620K 0.07%
8,294
-2,436
115
$612K 0.07%
18,164
+200
116
$610K 0.07%
3,421
+303
117
$605K 0.07%
11,625
-530
118
$585K 0.07%
13,517
+1,774
119
$572K 0.07%
38,187
+6,950
120
$523K 0.06%
15,193
+736
121
$515K 0.06%
5,898
-325
122
$472K 0.06%
9,264
+800
123
$472K 0.06%
8,444
-494
124
$466K 0.05%
7,300
-625
125
$425K 0.05%
3,895
+918
3 4
5
6 7