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
$994M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.42M
3
+$1.25M
4
MKL icon
Markel Group
MKL
+$1.16M
5
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$974K

Top Sells

1
+$1.02M
2
+$982K
3
+$713K
4
NVDA icon
NVIDIA
NVDA
+$688K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$613K

Sector Composition

1 Technology 14.96%
2 Healthcare 10.91%
3 Consumer Staples 7.85%
4 Financials 7.32%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$307K 0.03%
1,439
152
$296K 0.03%
831
-28
153
$295K 0.03%
1,354
-50
154
$294K 0.03%
3,530
-15
155
$286K 0.03%
2,150
-5
156
$285K 0.03%
4,019
157
$279K 0.03%
+9,870
158
$273K 0.03%
1,910
159
$273K 0.03%
3,244
160
$267K 0.03%
961
161
$266K 0.03%
6,826
+300
162
$262K 0.03%
2,700
163
$261K 0.03%
+4,417
164
$260K 0.03%
4,840
+82
165
$251K 0.03%
2,242
-15
166
$242K 0.02%
3,180
-56
167
$241K 0.02%
12,620
168
$237K 0.02%
1,450
169
$224K 0.02%
4,632
+102
170
$219K 0.02%
974
-26
171
$217K 0.02%
643
+33
172
$214K 0.02%
2,098
+39
173
$213K 0.02%
1,021
-51
174
$213K 0.02%
+615
175
$212K 0.02%
+2,945
4 5 6
7
8