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
$360M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.83M
3
+$1.56M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.42M
5
MMM icon
3M
MMM
+$1.31M

Top Sells

1
+$596K
2
+$515K
3
+$502K
4
COST icon
Costco
COST
+$374K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$339K

Sector Composition

1 Consumer Staples 11.15%
2 Healthcare 10.76%
3 Industrials 10.28%
4 Consumer Discretionary 7.62%
5 Technology 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$227K 0.06%
+2,120
127
$223K 0.06%
+7,910
128
$221K 0.06%
2,278
-232
129
$207K 0.06%
+3,650
130
$204K 0.06%
+1,880
131
$204K 0.06%
8,250
+119
132
$203K 0.06%
+2,794
2 3 4 5
6