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
$667M
AUM Growth
-$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$639K
3
+$506K
4
MKL icon
Markel Group
MKL
+$403K
5
LUV icon
Southwest Airlines
LUV
+$245K

Top Sells

1
+$13.5M
2
+$11M
3
+$8.17M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.7M
5
VEA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-643
177
– –
-12,620
178
– –
-2,098
179
– –
-1,531
180
– –
-4,632
181
– –
-6,826
182
– –
-100,000
183
– –
-21,000
184
– –
-27,000
4 5 6 7
8