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
$603M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$725K
3
+$450K
4
GD icon
General Dynamics
GD
+$437K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$321K

Top Sells

1
+$1.09M
2
+$860K
3
+$785K
4
WFC icon
Wells Fargo
WFC
+$555K
5
ROL icon
Rollins
ROL
+$427K

Sector Composition

1 Healthcare 10.38%
2 Technology 8.77%
3 Financials 8.13%
4 Consumer Staples 8.07%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$119K 0.02%
12,846
-110
152
– –
-1,565
153
– –
-2,338
154
– –
-7,785
155
– –
-12,000
156
– –
-1,723
157
– –
-2,198
158
– –
-1,305
159
– –
-5,496
160
– –
-1,877
161
– –
-4,079
3 4 5 6
7