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
$994M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.42M
3
+$1.25M
4
MKL icon
Markel Group
MKL
+$1.16M
5
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$974K

Top Sells

1
+$1.02M
2
+$982K
3
+$713K
4
NVDA icon
NVIDIA
NVDA
+$688K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$613K

Sector Composition

1 Technology 14.96%
2 Healthcare 10.91%
3 Consumer Staples 7.85%
4 Financials 7.32%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$541K 0.05%
+21,000
127
$516K 0.05%
6,639
+2,784
128
$515K 0.05%
15,045
+1
129
$484K 0.05%
1,411
-10
130
$479K 0.05%
7,107
-51
131
$478K 0.05%
4,085
+49
132
$441K 0.04%
8,753
-160
133
$437K 0.04%
6,898
+181
134
$415K 0.04%
1,550
+20
135
$412K 0.04%
1,491
-25
136
$410K 0.04%
4,000
137
$407K 0.04%
3,000
138
$407K 0.04%
7,300
139
$394K 0.04%
43,533
140
$388K 0.04%
2,267
141
$375K 0.04%
562
+10
142
$374K 0.04%
4,286
+232
143
$352K 0.04%
11,737
-648
144
$347K 0.03%
1,763
+200
145
$346K 0.03%
4,055
-520
146
$343K 0.03%
2,802
+445
147
$332K 0.03%
4,571
+186
148
$331K 0.03%
1,531
+162
149
$327K 0.03%
6,502
-500
150
$327K 0.03%
3,070
+255
4 5
6
7 8