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
$393M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$2.84M
3
+$1.81M
4
HAIN icon
Hain Celestial
HAIN
+$1.71M
5
DIS icon
Walt Disney
DIS
+$1.65M

Top Sells

1
+$1.15M
2
+$888K
3
+$607K
4
ROL icon
Rollins
ROL
+$330K
5
NVO icon
Novo Nordisk
NVO
+$257K

Sector Composition

1 Consumer Staples 10.82%
2 Healthcare 10.59%
3 Industrials 9.1%
4 Financials 8%
5 Technology 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$392K 0.1%
2,945
+120
127
$389K 0.1%
13,780
+4,928
128
$375K 0.1%
14,269
-6,304
129
$367K 0.09%
2,880
+345
130
$363K 0.09%
+3,708
131
$358K 0.09%
10,293
-406
132
$356K 0.09%
8,460
-230
133
$345K 0.09%
2,565
134
$341K 0.09%
+11,720
135
$336K 0.09%
10,453
+1,360
136
$324K 0.08%
+3,678
137
$323K 0.08%
6,665
+10
138
$308K 0.08%
2,515
139
$294K 0.07%
2,275
+15
140
$285K 0.07%
17,205
-13,450
141
$281K 0.07%
9,170
+269
142
$277K 0.07%
4,610
-550
143
$276K 0.07%
2,730
+25
144
$271K 0.07%
+4,875
145
$266K 0.07%
+10,000
146
$261K 0.07%
+4,441
147
$260K 0.07%
+2,563
148
$249K 0.06%
+1,538
149
$249K 0.06%
+9,595
150
$247K 0.06%
3,735
3 4 5
6
7