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
$667M
AUM Growth
-$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$639K
3
+$506K
4
MKL icon
Markel Group
MKL
+$403K
5
LUV icon
Southwest Airlines
LUV
+$245K

Top Sells

1
+$13.5M
2
+$11M
3
+$8.17M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.49M

Sector Composition

1 Technology 14.66%
2 Healthcare 10.86%
3 Consumer Staples 8.73%
4 Financials 7.69%
5 Industrials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$701K 0.11%
2,703
-124
102
$664K 0.1%
6,204
-435
103
$639K 0.1%
+8,860
104
$596K 0.09%
16,214
-569
105
$590K 0.09%
3,011
-140
106
$587K 0.09%
1,414
+3
107
$546K 0.08%
5,285
+2,215
108
$540K 0.08%
6,451
-118
109
$509K 0.08%
3,365
-45
110
$506K 0.08%
4,005
+1,855
111
$506K 0.08%
+3,378
112
$451K 0.07%
9,104
-3,109
113
$428K 0.06%
5,818
-2,814
114
$416K 0.06%
1,453
-38
115
$414K 0.06%
6,109
-998
116
$412K 0.06%
4,149
+149
117
$412K 0.06%
9,125
-6,585
118
$406K 0.06%
3,000
119
$398K 0.06%
44,060
+527
120
$381K 0.06%
1,542
-8
121
$367K 0.06%
6,595
-303
122
$359K 0.05%
7,300
123
$349K 0.05%
1,406
-33
124
$341K 0.05%
1,759
-4
125
$340K 0.05%
3,737
-348
3 4
5
6 7