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
$393M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$2.84M
3
+$1.81M
4
HAIN icon
Hain Celestial
HAIN
+$1.71M
5
DIS icon
Walt Disney
DIS
+$1.65M

Top Sells

1
+$1.15M
2
+$888K
3
+$607K
4
ROL icon
Rollins
ROL
+$330K
5
NVO icon
Novo Nordisk
NVO
+$257K

Sector Composition

1 Consumer Staples 10.82%
2 Healthcare 10.59%
3 Industrials 9.1%
4 Financials 8%
5 Technology 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$239K 0.06%
+16,033
152
$230K 0.06%
+9,000
153
$228K 0.06%
1,910
154
$227K 0.06%
4,856
+150
155
$227K 0.06%
+2,188
156
$224K 0.06%
+3,109
157
$221K 0.06%
5,200
158
$221K 0.06%
1,082
-176
159
$215K 0.05%
3,740
-22
160
$210K 0.05%
+2,248
161
$208K 0.05%
3,568
-400
162
$208K 0.05%
2,863
+209
163
$202K 0.05%
+2,794
164
$200K 0.05%
+1,880
165
– –
-26,525
166
– –
-6,186
3 4 5 6
7