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
$289M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.66M
3
+$2.19M
4
ABT icon
Abbott
ABT
+$1.87M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$1.31M

Top Sells

1
+$5.65M
2
+$620K
3
+$344K
4
JPM icon
JPMorgan Chase
JPM
+$252K
5
VIVO
Meridian Bioscience Inc
VIVO
+$238K

Sector Composition

1 Consumer Staples 9.69%
2 Healthcare 9.27%
3 Industrials 9.26%
4 Technology 8.15%
5 Financials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.7M 6.46%
159,480
-378
2
$9.49M 3.28%
222,784
+17,511
3
$8.25M 2.85%
102,616
+10,690
4
$7.77M 2.69%
299,112
-1,524
5
$6.93M 2.4%
193,690
+1,588
6
$6.85M 2.37%
84,777
-894
7
$6.84M 2.37%
59,424
+867
8
$6.42M 2.22%
165,484
+3,920
9
$6.33M 2.19%
149,616
-1,212
10
$6.22M 2.15%
215,470
-21,455
11
$6.08M 2.11%
82,779
+663
12
$6.02M 2.08%
18,837
+3,441
13
$5.87M 2.03%
254,180
-8,386
14
$5.79M 2.01%
48,940
+1,219
15
$5.73M 1.98%
132,957
+20,890
16
$5.56M 1.92%
43,901
+166
17
$5.55M 1.92%
106,101
-382
18
$5.53M 1.91%
621,979
-6,814
19
$5.45M 1.89%
67,710
-989
20
$5.29M 1.83%
45,831
+473
21
$5.21M 1.8%
54,759
+1,668
22
$4.92M 1.7%
56,210
-807
23
$4.86M 1.68%
43,649
+1,978
24
$4.78M 1.65%
90,378
+4,430
25
$4.71M 1.63%
81,596
+1,233
1
2 3 4 5