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
$327M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1 +$1.8M
2 +$924K
3 +$790K
4
DIS icon
Walt Disney
DIS
+$580K
5
PNQI icon
Invesco NASDAQ Internet ETF
PNQI
+$552K

Top Sells

1 +$6.01M
2 +$1.54M
3 +$795K
4
FOXF icon
Fox Factory Holding Corp
FOXF
+$738K
5
VB icon
Vanguard Small-Cap ETF
VB
+$462K

Sector Composition

1 Consumer Staples 11.11%
2 Healthcare 10.57%
3 Industrials 9.93%
4 Financials 7.77%
5 Technology 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$205K 0.06%
3,650
127
$200K 0.06%
1,910
-500
128
-2,622
129
-3,340
130
-3,270
131
-3,875
132
-227,920
133
-1,525
134
-2,235
135
-4,753
136
-20,710
137
-3,210
138
-6,526
139
-4,085
140
-2,794
141
-5,000