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
$754M
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$1.79M
3
+$1.28M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M
5
MBB icon
iShares MBS ETF
MBB
+$1.2M

Top Sells

1
+$2.33M
2
+$2.3M
3
+$1.48M
4
NVDA icon
NVIDIA
NVDA
+$615K
5
AMZN icon
Amazon
AMZN
+$475K

Sector Composition

1 Technology 13.95%
2 Healthcare 11.29%
3 Consumer Staples 8.98%
4 Financials 8.08%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$357K 0.05%
40,503
-1,807
127
$353K 0.05%
8,943
-853
128
$347K 0.05%
3,000
-85
129
$347K 0.05%
7,925
-725
130
$342K 0.05%
8,484
-86
131
$335K 0.04%
1,969
-50
132
$328K 0.04%
2,220
133
$315K 0.04%
3,667
-310
134
$298K 0.04%
11,500
135
$295K 0.04%
1,668
+110
136
$294K 0.04%
6,370
-3,901
137
$293K 0.04%
2,500
-225
138
$292K 0.04%
4,889
-5
139
$290K 0.04%
4,589
-200
140
$287K 0.04%
1,438
141
$280K 0.04%
1,272
142
$270K 0.04%
2,840
143
$262K 0.03%
2,700
144
$244K 0.03%
552
145
$236K 0.03%
2,988
+147
146
$234K 0.03%
1,738
-55
147
$227K 0.03%
1,160
148
$223K 0.03%
+7,650
149
$220K 0.03%
2,665
150
$219K 0.03%
2,702
3 4 5
6
7