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
$521M
AUM Growth
-$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$790K
2
+$673K
3
+$621K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$468K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$447K

Top Sells

1
+$6.43M
2
+$1.5M
3
+$1.41M
4
IDTI
Integrated Device Technology I
IDTI
+$1.23M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.05M

Sector Composition

1 Healthcare 10.5%
2 Consumer Staples 8.74%
3 Financials 8.22%
4 Technology 8.08%
5 Consumer Discretionary 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-656
152
– –
-2,864
153
– –
-10,592
154
– –
-12,625
155
– –
-2,387
156
– –
-5,672
157
– –
-40,001
3 4 5 6
7