AAM

Autus Asset Management Portfolio holdings

AUM $556M
1-Year Est. Return 15.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$477M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.73M
3
+$1.66M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.65M
5
AMZN icon
Amazon
AMZN
+$1.38M

Top Sells

1
+$2.62M
2
+$1M
3
+$853K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$828K
5
MA icon
Mastercard
MA
+$644K

Sector Composition

1 Healthcare 9.05%
2 Industrials 8.88%
3 Consumer Staples 8.24%
4 Financials 7.96%
5 Technology 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$209K 0.04%
1,768
-70
152
$170K 0.04%
14,576
+285
153
– –
-1,603
154
– –
-6,320
3 4 5 6
7