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
$667M
AUM Growth
-$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$639K
3
+$506K
4
MKL icon
Markel Group
MKL
+$403K
5
LUV icon
Southwest Airlines
LUV
+$245K

Top Sells

1
+$13.5M
2
+$11M
3
+$8.17M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.49M

Sector Composition

1 Technology 14.66%
2 Healthcare 10.86%
3 Consumer Staples 8.73%
4 Financials 7.69%
5 Industrials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$330K 0.05%
7,995
-3,742
127
$329K 0.05%
3,974
-6,513
128
$310K 0.05%
1,717
-550
129
$297K 0.04%
503
-59
130
$288K 0.04%
2,836
-3,668
131
$276K 0.04%
2,773
+73
132
$274K 0.04%
7,802
-7,243
133
$265K 0.04%
4,019
134
$251K 0.04%
2,981
-263
135
$250K 0.04%
3,134
-13,430
136
$248K 0.04%
3,004
-1,282
137
$245K 0.04%
4,121
-450
138
$245K 0.04%
+5,360
139
$244K 0.04%
3,540
-1,300
140
$244K 0.04%
1,540
-1,658
141
$243K 0.04%
1,895
-907
142
$243K 0.04%
+1,642
143
$240K 0.04%
1,169
-185
144
$240K 0.04%
2,421
+21
145
$239K 0.04%
5,113
-1,389
146
$238K 0.04%
17,537
-19,450
147
$235K 0.04%
1,910
148
$231K 0.03%
2,977
-6,477
149
$228K 0.03%
1,643
-2,612
150
$210K 0.03%
+3,027
4 5
6
7 8