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
$477M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.75M
3
+$1.72M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.67M
5
AMZN icon
Amazon
AMZN
+$1.47M

Top Sells

1
+$2.73M
2
+$998K
3
+$881K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$839K
5
MA icon
Mastercard
MA
+$661K

Sector Composition

1 Healthcare 9.05%
2 Industrials 8.88%
3 Consumer Staples 8.24%
4 Financials 7.96%
5 Technology 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$366K 0.08%
2,600
-60
127
$361K 0.08%
9,600
-1,172
128
$360K 0.08%
5,521
+117
129
$322K 0.07%
5,162
+129
130
$317K 0.07%
2,914
-350
131
$315K 0.07%
2,143
-870
132
$293K 0.06%
5,866
-120
133
$288K 0.06%
2,185
-360
134
$274K 0.06%
+1,660
135
$263K 0.06%
10,926
-6,297
136
$262K 0.05%
8,372
-733
137
$259K 0.05%
5,200
138
$255K 0.05%
+2,635
139
$251K 0.05%
4,289
-470
140
$250K 0.05%
4,650
-326
141
$248K 0.05%
8,249
-3,649
142
$240K 0.05%
3,957
+220
143
$234K 0.05%
7,474
144
$231K 0.05%
982
145
$229K 0.05%
9,000
146
$226K 0.05%
6,960
-637
147
$225K 0.05%
4,506
-150
148
$219K 0.05%
5,360
-25
149
$217K 0.05%
3,789
-8,715
150
$215K 0.05%
2,198
-50
3 4 5
6
7