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
$454M
AUM Growth
+$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$1.5M
3
+$1.21M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$591K
5
NVO icon
Novo Nordisk
NVO
+$523K

Top Sells

1
+$1.55M
2
+$701K
3
+$265K
4
CERN
Cerner Corp
CERN
+$233K
5
WAT icon
Waters Corp
WAT
+$228K

Sector Composition

1 Healthcare 9.08%
2 Industrials 8.98%
3 Consumer Staples 8.32%
4 Financials 8.03%
5 Technology 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$381K 0.08%
11,898
-363
127
$372K 0.08%
10,772
-700
128
$356K 0.08%
2,660
+265
129
$330K 0.07%
5,404
+318
130
$298K 0.07%
5,986
-68
131
$292K 0.06%
9,105
132
$291K 0.06%
2,545
-85
133
$290K 0.06%
5,033
-170
134
$264K 0.06%
4,759
-100
135
$243K 0.05%
6,320
-1,400
136
$241K 0.05%
2,082
-39
137
$234K 0.05%
4,656
138
$234K 0.05%
7,597
-554
139
$230K 0.05%
5,200
140
$228K 0.05%
9,000
141
$222K 0.05%
7,474
-732
142
$220K 0.05%
982
-35
143
$219K 0.05%
1,603
-605
144
$210K 0.05%
3,737
145
$204K 0.04%
2,248
146
$201K 0.04%
5,385
-400
147
$201K 0.04%
1,838
-450
148
$173K 0.04%
14,291
-100
149
– –
-2,541
150
– –
-2,350
3 4 5
6
7