AAM

Autus Asset Management Portfolio holdings

AUM $556M
1-Year Est. Return 15.9%
This Fund
S&P 500
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
+$1.96M
2
+$1.44M
3
+$1.31M
4
MKL icon
Markel Group
MKL
+$1.18M
5
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$1.01M

Top Sells

1
+$975K
2
+$886K
3
+$644K
4
ACN icon
Accenture
ACN
+$627K
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
176
$206K 0.02%
2,400
+26
177
$201K 0.02%
305
-20
178
$91K 0.01%
+21,000
179
– –
-3,285
180
– –
-11,500
4 5 6 7
8