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

Top Buys

1
+$716K
2
+$619K
3
+$550K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$461K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$414K

Top Sells

1
+$6.43M
2
+$1.37M
3
+$1.26M
4
SLB icon
SLB Limited
SLB
+$1.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.06M

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
– –
-2,864
152
– –
-10,592
153
– –
-12,625
154
– –
-2,387
155
– –
-1,093
156
– –
-2,836
157
– –
-40,001
3 4 5 6
7