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
$358M
AUM Growth
-$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Sells

1 +$5.12M
2 +$1.71M
3 +$705K
4
LH icon
Labcorp
LH
+$204K
5
SBUX icon
Starbucks
SBUX
+$145K

Sector Composition

1 Healthcare 11.05%
2 Consumer Staples 10.68%
3 Industrials 9.97%
4 Technology 7.78%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$239K 0.07%
1,164
-59
127
$238K 0.07%
1,525
-37
128
$238K 0.07%
3,210
+210
129
$233K 0.07%
3,785
-353
130
$230K 0.06%
+4,220
131
$229K 0.06%
+3,270
132
$228K 0.06%
+2,235
133
$222K 0.06%
+5,021
134
$208K 0.06%
2,794
135
$204K 0.06%
3,650
136
$203K 0.06%
+3,875
137
$202K 0.06%
+3,340
138
$110K 0.03%
4,085
-4,165
139
-1,880
140
-31,969