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
$688M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$805K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$718K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$713K

Top Sells

1
+$693K
2
+$317K
3
+$227K
4
LIN icon
Linde
LIN
+$225K
5
COST icon
Costco
COST
+$174K

Sector Composition

1 Technology 11.07%
2 Healthcare 10.61%
3 Consumer Staples 8.54%
4 Financials 8.27%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$225K 0.03%
1,678
+90
152
$219K 0.03%
1,160
153
$213K 0.03%
+7,358
154
$213K 0.03%
+3,979
155
$208K 0.03%
+5,780
156
$201K 0.03%
3,779
157
– –
-595
3 4 5 6
7