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
$688M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$805K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$718K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$713K

Top Sells

1
+$693K
2
+$317K
3
+$227K
4
LIN icon
Linde
LIN
+$225K
5
COST icon
Costco
COST
+$174K

Sector Composition

1 Technology 11.07%
2 Healthcare 10.61%
3 Consumer Staples 8.54%
4 Financials 8.27%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$359K 0.05%
1,817
-205
127
$346K 0.05%
2,003
128
$341K 0.05%
4,190
+260
129
$332K 0.05%
3,185
-1,060
130
$319K 0.05%
3,373
-104
131
$316K 0.05%
+3,641
132
$305K 0.04%
2,220
-6
133
$304K 0.04%
5,000
-180
134
$296K 0.04%
11,500
135
$293K 0.04%
11,500
136
$288K 0.04%
4,100
-75
137
$287K 0.04%
3,262
-13
138
$281K 0.04%
4,632
-16
139
$268K 0.04%
688
-34
140
$265K 0.04%
1,413
-60
141
$257K 0.04%
3,964
-200
142
$255K 0.04%
6,741
143
$253K 0.04%
3,966
144
$249K 0.04%
2,700
145
$248K 0.04%
4,242
-110
146
$248K 0.04%
1,167
-1,060
147
$239K 0.03%
6,632
-45
148
$236K 0.03%
2,565
-30
149
$235K 0.03%
2,725
-35
150
$229K 0.03%
1,160
-8
3 4 5
6
7