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
$994M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.42M
3
+$1.25M
4
MKL icon
Markel Group
MKL
+$1.16M
5
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$974K

Top Sells

1
+$1.02M
2
+$982K
3
+$713K
4
NVDA icon
NVIDIA
NVDA
+$688K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$613K

Sector Composition

1 Technology 14.96%
2 Healthcare 10.91%
3 Consumer Staples 7.85%
4 Financials 7.32%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1M 0.1%
16,945
+20
102
$983K 0.1%
10,174
+559
103
$975K 0.1%
3,326
-85
104
$974K 0.1%
+27,000
105
$943K 0.09%
+100,000
106
$936K 0.09%
6,911
+110
107
$928K 0.09%
5,591
-45
108
$910K 0.09%
4,482
-100
109
$893K 0.09%
1,879
+15
110
$875K 0.09%
28,627
111
$812K 0.08%
9,454
-1,035
112
$768K 0.08%
15,710
-520
113
$761K 0.08%
6,224
114
$742K 0.07%
4,255
-12
115
$699K 0.07%
6,504
+124
116
$694K 0.07%
2,827
-29
117
$679K 0.07%
8,632
-354
118
$671K 0.07%
3,410
119
$667K 0.07%
16,783
+1,228
120
$642K 0.06%
10,487
+6,199
121
$630K 0.06%
3,151
-145
122
$629K 0.06%
12,213
-676
123
$572K 0.06%
6,569
+169
124
$556K 0.06%
3,198
+7
125
$555K 0.06%
36,987
-104
3 4
5
6 7