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
$520M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$706K
3
+$586K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$570K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$542K

Top Sells

1
+$1.05M
2
+$868K
3
+$339K
4
IBMF
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
+$326K
5
ALGN icon
Align Technology
ALGN
+$277K

Sector Composition

1 Healthcare 9.93%
2 Financials 8.35%
3 Industrials 8.06%
4 Consumer Staples 7.76%
5 Technology 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-4,289
152
– –
-2,239
153
– –
-12,000
154
– –
-20,615
3 4 5 6
7