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
$849M
AUM Growth
+$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.24M
3
+$3.22M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.76M

Top Sells

1
+$4.27M
2
+$821K
3
+$514K
4
EMR icon
Emerson Electric
EMR
+$365K
5
SLB icon
SLB Ltd
SLB
+$279K

Sector Composition

1 Technology 12.84%
2 Healthcare 9.94%
3 Financials 8.38%
4 Consumer Staples 7.78%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$256K 0.03%
+2,731
152
$252K 0.03%
552
153
$251K 0.03%
2,482
-120
154
$246K 0.03%
4,000
155
$234K 0.03%
+3,583
156
$230K 0.03%
+3,575
157
$228K 0.03%
1,610
-136
158
$219K 0.03%
+2,967
159
$218K 0.03%
+1,166
160
$217K 0.03%
7,650
+350
161
$212K 0.03%
6,603
-225
162
$212K 0.03%
+6,247
163
$210K 0.02%
+2,059
164
$208K 0.02%
+4,590
165
$205K 0.02%
+4,019
166
– –
-8,300
167
– –
-842
168
– –
-3,357
169
– –
-4,320
3 4 5 6
7