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
$849M
AUM Growth
+$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.24M
3
+$3.22M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.76M

Top Sells

1
+$4.27M
2
+$821K
3
+$514K
4
EMR icon
Emerson Electric
EMR
+$365K
5
SLB icon
SLB Ltd
SLB
+$279K

Sector Composition

1 Technology 12.84%
2 Healthcare 9.94%
3 Financials 8.38%
4 Consumer Staples 7.78%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$421K 0.05%
6,855
-1,099
127
$382K 0.05%
7,060
-1,675
128
$380K 0.04%
3,000
129
$379K 0.04%
40,883
+380
130
$364K 0.04%
1,404
-54
131
$363K 0.04%
1,790
-84
132
$362K 0.04%
+1,615
133
$357K 0.04%
+6,908
134
$349K 0.04%
4,000
135
$333K 0.04%
2,510
+24
136
$299K 0.04%
2,622
137
$298K 0.04%
1,862
+76
138
$297K 0.04%
4,803
-76
139
$296K 0.03%
11,500
140
$295K 0.03%
+4,574
141
$292K 0.03%
4,161
-268
142
$286K 0.03%
1,350
+358
143
$282K 0.03%
1,628
-70
144
$277K 0.03%
2,235
-200
145
$275K 0.03%
+12,806
146
$272K 0.03%
2,910
-70
147
$268K 0.03%
1,130
148
$266K 0.03%
+3,603
149
$266K 0.03%
+1,910
150
$262K 0.03%
709
+50
3 4 5
6
7