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
$264M
AUM Growth
+$8.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.24M
3
+$1.14M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1M
5
PII icon
Polaris
PII
+$888K

Top Sells

1
+$56.8M
2
+$25.9M
3
+$2.16M
4
VIVO
Meridian Bioscience Inc
VIVO
+$1.68M
5
BAX icon
Baxter International
BAX
+$860K

Sector Composition

1 Healthcare 10.71%
2 Consumer Staples 10.55%
3 Industrials 9.52%
4 Technology 7.98%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.1M 6.84%
159,858
+1,943
2
$8.47M 3.21%
205,273
+5,371
3
$7.35M 2.79%
91,926
+10,097
4
$6.89M 2.61%
192,102
+4,284
5
$6.83M 2.59%
85,671
+359
6
$6.58M 2.49%
236,925
-2,529
7
$6.54M 2.48%
58,557
+1,138
8
$6.39M 2.42%
150,828
-2,576
9
$6.13M 2.33%
82,116
-760,784
10
$5.99M 2.27%
262,566
-1,134,584
11
$5.97M 2.26%
161,564
+1,418
12
$5.76M 2.18%
300,636
+9,744
13
$5.65M 2.14%
45,516
-1,051
14
$5.63M 2.14%
628,793
-4,374
15
$5.47M 2.07%
43,735
+1,697
16
$5.42M 2.06%
47,721
+386
17
$5.34M 2.02%
68,699
+1,197
18
$5.28M 2%
106,483
19
$5.08M 1.93%
45,358
-587
20
$5.01M 1.9%
53,091
+3,713
21
$4.91M 1.86%
27,833
+1,345
22
$4.84M 1.84%
15,396
+289
23
$4.72M 1.79%
93,086
+7,637
24
$4.64M 1.76%
57,017
-2,764
25
$4.55M 1.72%
112,067
+3,343
1
2 3 4 5