AAM
Autus Asset Management Portfolio holdings
AUM
$556M
This Quarter Return
-6.72%
1 Year Return
-15.9%
3 Year Return
+26.28%
5 Year Return
+58.26%
10 Year Return
–
AUM
$667M
AUM Growth
+$667M
(-33%)
Cap. Flow
-$248M
Cap. Flow
% of AUM
-37.12%
Top 10 Holdings %
Top 10 Hldgs %
30.19%
Holding
184
New
6
Increased
15
Reduced
125
Closed
33
Top Buys
| 1 |
United Parcel Service
UPS
|
$2.4M |
| 2 |
Teladoc Health
TDOC
|
$639K |
| 3 |
Vanguard Mid-Cap Value ETF
VOE
|
$506K |
| 4 |
Markel Group
MKL
|
$403K |
| 5 |
Southwest Airlines
LUV
|
$245K |
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
$13.5M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$11M |
| 3 |
Apple
AAPL
|
$8.17M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$7.7M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$7.49M |
Sector Composition
| 1 | Technology | 14.66% |
| 2 | Healthcare | 10.86% |
| 3 | Consumer Staples | 8.73% |
| 4 | Financials | 7.69% |
| 5 | Industrials | 6.26% |
