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
$446M
AUM Growth
+$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.48M
3
+$1.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.19M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$797K

Top Sells

1
+$5.58M
2
+$4.82M
3
+$1.81M
4
WFM
Whole Foods Market Inc
WFM
+$887K
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$843K

Sector Composition

1 Healthcare 10.05%
2 Consumer Staples 8.9%
3 Industrials 7.98%
4 Financials 7.24%
5 Technology 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$362K 0.08%
12,261
127
$350K 0.08%
3,158
+143
128
$332K 0.07%
2,630
-85
129
$328K 0.07%
2,395
+130
130
$318K 0.07%
6,054
+518
131
$310K 0.07%
5,086
+576
132
$307K 0.07%
5,203
+497
133
$287K 0.06%
2,288
+155
134
$284K 0.06%
8,206
135
$283K 0.06%
2,208
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136
$279K 0.06%
9,105
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137
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1,760
-150
138
$263K 0.06%
4,859
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139
$262K 0.06%
8,151
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140
$258K 0.06%
7,720
141
$249K 0.06%
5,200
142
$230K 0.05%
9,000
143
$228K 0.05%
1,437
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144
$226K 0.05%
2,541
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145
$222K 0.05%
3,737
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146
$221K 0.05%
2,121
-13
147
$220K 0.05%
1,017
148
$217K 0.05%
5,785
+150
149
$205K 0.05%
2,248
150
$203K 0.05%
+2,350
3 4 5
6
7