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
$686M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.02M
3
+$872K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$800K
5
SHW icon
Sherwin-Williams
SHW
+$727K

Top Sells

1
+$1.91M
2
+$1.73M
3
+$699K
4
SLB icon
SLB Ltd
SLB
+$507K
5
BHP icon
BHP
BHP
+$375K

Sector Composition

1 Technology 13.46%
2 Healthcare 11.16%
3 Consumer Staples 9%
4 Financials 8.15%
5 Industrials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$343K 0.05%
2,019
-227
127
$339K 0.05%
8,677
+977
128
$326K 0.05%
3,085
129
$314K 0.05%
+2,220
130
$313K 0.05%
1,990
+31
131
$309K 0.05%
4,000
132
$304K 0.04%
9,480
+1,165
133
$298K 0.04%
11,500
134
$293K 0.04%
11,500
135
$292K 0.04%
+3,977
136
$284K 0.04%
+2,725
137
$278K 0.04%
+1,438
138
$270K 0.04%
+4,894
139
$268K 0.04%
+5,416
140
$262K 0.04%
+1,558
141
$244K 0.04%
2,566
+181
142
$244K 0.04%
+2,840
143
$241K 0.04%
+4,795
144
$237K 0.03%
2,700
145
$235K 0.03%
+1,272
146
$216K 0.03%
+1,793
147
$213K 0.03%
+2,702
148
$211K 0.03%
+2,665
149
$210K 0.03%
+2,841
150
$209K 0.03%
+1,160
3 4 5
6
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