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
$603M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$725K
3
+$450K
4
GD icon
General Dynamics
GD
+$437K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$321K

Top Sells

1
+$1.09M
2
+$860K
3
+$785K
4
WFC icon
Wells Fargo
WFC
+$555K
5
ROL icon
Rollins
ROL
+$427K

Sector Composition

1 Healthcare 10.38%
2 Technology 8.77%
3 Financials 8.13%
4 Consumer Staples 8.07%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$312K 0.05%
2,076
+563
127
$303K 0.05%
6,873
-99
128
$303K 0.05%
6,966
-1,200
129
$299K 0.05%
5,000
-3,000
130
$296K 0.05%
8,356
-92
131
$293K 0.05%
5,541
-1,575
132
$289K 0.05%
2,550
-42
133
$271K 0.04%
2,387
+178
134
$269K 0.04%
10,592
-616
135
$261K 0.04%
4,400
136
$261K 0.04%
+2,996
137
$257K 0.04%
689
-68
138
$257K 0.04%
1,963
+185
139
$253K 0.04%
7,697
+35
140
$248K 0.04%
1,485
+108
141
$240K 0.04%
9,500
142
$231K 0.04%
4,626
-110
143
$231K 0.04%
3,515
144
$229K 0.04%
12,625
-11,660
145
$227K 0.04%
+656
146
$214K 0.04%
+2,836
147
$213K 0.04%
1,093
-48
148
$212K 0.04%
+3,182
149
$206K 0.03%
+2,864
150
$125K 0.02%
2,318
+100
3 4 5
6
7