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
$914M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.6M
3
+$1.31M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.29M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.11M

Top Sells

1
+$1.1M
2
+$1.02M
3
+$925K
4
AAPL icon
Apple
AAPL
+$832K
5
ADBE icon
Adobe
ADBE
+$745K

Sector Composition

1 Technology 13.93%
2 Healthcare 10.13%
3 Financials 7.96%
4 Consumer Staples 7.27%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$270K 0.03%
2,357
-163
152
$253K 0.03%
1,910
153
$253K 0.03%
4,288
-4,157
154
$245K 0.03%
961
-3
155
$244K 0.03%
6,526
+279
156
$243K 0.03%
1,450
-60
157
$243K 0.03%
12,620
-186
158
$242K 0.03%
4,019
159
$238K 0.03%
2,700
-31
160
$236K 0.03%
3,244
-290
161
$234K 0.03%
2,257
-325
162
$227K 0.02%
4,758
-45
163
$216K 0.02%
+325
164
$213K 0.02%
+1,000
165
$212K 0.02%
3,236
166
$211K 0.02%
1,072
-1,561
167
$210K 0.02%
2,059
168
$210K 0.02%
4,530
169
$207K 0.02%
610
-35
170
$204K 0.02%
2,374
-15
171
$203K 0.02%
3,285
+35
172
– –
-6,702
173
– –
-7,650
174
– –
-2,831
175
– –
-7,040
3 4 5 6
7