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
$776M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.61M
3
+$1.17M
4
MBB icon
iShares MBS ETF
MBB
+$890K
5
NEE icon
NextEra Energy
NEE
+$684K

Top Sells

1
+$4.42M
2
+$3.2M
3
+$3M
4
BAX icon
Baxter International
BAX
+$2.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.47M

Sector Composition

1 Technology 13.58%
2 Healthcare 10.65%
3 Financials 8.37%
4 Consumer Staples 8.32%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$354K 0.05%
1,874
-95
127
$349K 0.05%
4,000
128
$347K 0.04%
3,000
129
$331K 0.04%
1,458
-1,370
130
$327K 0.04%
6,564
-6,076
131
$324K 0.04%
2,486
-14
132
$319K 0.04%
1,786
+118
133
$319K 0.04%
2,977
-690
134
$296K 0.04%
11,500
135
$287K 0.04%
4,429
-460
136
$285K 0.04%
4,879
-1,491
137
$274K 0.04%
2,435
-405
138
$267K 0.03%
2,980
+315
139
$266K 0.03%
1,698
-40
140
$257K 0.03%
552
141
$253K 0.03%
+2,622
142
$253K 0.03%
1,130
-30
143
$246K 0.03%
+4,000
144
$238K 0.03%
2,602
-100
145
$234K 0.03%
659
-343
146
$228K 0.03%
+8,300
147
$228K 0.03%
+3,357
148
$224K 0.03%
+4,320
149
$222K 0.03%
842
-54
150
$216K 0.03%
992
-446
3 4 5
6
7