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
$686M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.02M
3
+$872K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$800K
5
SHW icon
Sherwin-Williams
SHW
+$727K

Top Sells

1
+$1.91M
2
+$1.73M
3
+$699K
4
SLB icon
SLB Ltd
SLB
+$507K
5
BHP icon
BHP
BHP
+$375K

Sector Composition

1 Technology 13.46%
2 Healthcare 11.16%
3 Consumer Staples 9%
4 Financials 8.15%
5 Industrials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$206K 0.03%
+2,547
152
$200K 0.03%
+552
153
– –
-10,550
154
– –
-108
155
– –
-2,350
3 4 5 6
7