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
$446M
AUM Growth
+$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.48M
3
+$1.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.19M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$797K

Top Sells

1
+$5.58M
2
+$4.82M
3
+$1.81M
4
WFM
Whole Foods Market Inc
WFM
+$887K
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$843K

Sector Composition

1 Healthcare 10.05%
2 Consumer Staples 8.9%
3 Industrials 7.98%
4 Financials 7.24%
5 Technology 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$202K 0.05%
4,656
-200
152
$174K 0.04%
14,391
-2,260
153
– –
-10,000
154
– –
-1,332
155
– –
-112,052
156
– –
-104,095
157
– –
-2,794
158
– –
-3,333
159
– –
-1,545
3 4 5 6
7