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
$914M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.6M
3
+$1.31M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.29M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.11M

Top Sells

1
+$1.1M
2
+$1.02M
3
+$925K
4
AAPL icon
Apple
AAPL
+$832K
5
ADBE icon
Adobe
ADBE
+$745K

Sector Composition

1 Technology 13.93%
2 Healthcare 10.13%
3 Financials 7.96%
4 Consumer Staples 7.27%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$428K 0.05%
7,158
+2
127
$424K 0.05%
7,300
128
$396K 0.04%
43,533
129
$392K 0.04%
7,002
-58
130
$372K 0.04%
2,267
+519
131
$369K 0.04%
1,530
-70
132
$368K 0.04%
12,385
-4,689
133
$366K 0.04%
6,717
+2
134
$360K 0.04%
3,000
135
$354K 0.04%
4,054
136
$350K 0.04%
+1,516
137
$332K 0.04%
4,575
-1,505
138
$330K 0.04%
4,000
139
$317K 0.03%
1,439
-36
140
$315K 0.03%
1,404
141
$315K 0.03%
552
142
$306K 0.03%
4,385
143
$305K 0.03%
1,369
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144
$296K 0.03%
859
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145
$294K 0.03%
11,500
146
$284K 0.03%
3,855
+685
147
$277K 0.03%
3,545
-58
148
$277K 0.03%
2,155
-15
149
$275K 0.03%
2,815
-60
150
$271K 0.03%
1,563
-65
3 4 5
6
7