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
$914M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.6M
3
+$1.31M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.29M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.11M

Top Sells

1
+$1.1M
2
+$1.02M
3
+$925K
4
AAPL icon
Apple
AAPL
+$832K
5
ADBE icon
Adobe
ADBE
+$745K

Sector Composition

1 Technology 13.93%
2 Healthcare 10.13%
3 Financials 7.96%
4 Consumer Staples 7.27%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$903K 0.1%
5,636
-94
102
$891K 0.1%
9,615
-310
103
$888K 0.1%
16,925
104
$864K 0.09%
18,000
-100
105
$862K 0.09%
4,582
-135
106
$843K 0.09%
10,489
-5,775
107
$817K 0.09%
16,230
-190
108
$800K 0.09%
1,864
109
$707K 0.08%
4,267
+125
110
$704K 0.08%
6,224
-55
111
$701K 0.08%
8,986
-376
112
$687K 0.08%
12,889
+680
113
$685K 0.07%
2,856
-148
114
$671K 0.07%
3,410
-75
115
$649K 0.07%
6,380
-878
116
$644K 0.07%
15,555
+938
117
$611K 0.07%
6,400
-52
118
$591K 0.06%
3,296
-125
119
$558K 0.06%
37,091
-1,396
120
$531K 0.06%
15,044
-150
121
$476K 0.05%
1,421
122
$476K 0.05%
3,191
+681
123
$465K 0.05%
+389
124
$453K 0.05%
8,913
-51
125
$445K 0.05%
4,036
3 4
5
6 7