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
$318M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.08M
3
+$949K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$499K
5
VB icon
Vanguard Small-Cap ETF
VB
+$407K

Top Sells

1
+$2M
2
+$271K
3
+$241K
4
MCD icon
McDonald's
MCD
+$225K
5
PM icon
Philip Morris
PM
+$200K

Sector Composition

1 Consumer Staples 10.34%
2 Healthcare 9.89%
3 Industrials 8.86%
4 Financials 8.28%
5 Technology 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.2M 6.03%
164,252
+3,485
2
$10.1M 3.18%
126,873
+11,915
3
$8.86M 2.79%
233,817
+6,802
4
$8.53M 2.68%
60,165
-204
5
$8.27M 2.6%
299,572
-92
6
$7.87M 2.48%
163,662
-2,686
7
$7.75M 2.44%
86,817
+74
8
$7.46M 2.35%
200,840
+4,010
9
$7.34M 2.31%
85,178
+840
10
$6.86M 2.16%
19,194
+110
11
$6.69M 2.11%
44,573
-29
12
$6.61M 2.08%
50,438
+341
13
$6.32M 1.99%
644,868
+3,817
14
$6.32M 1.99%
68,523
-457
15
$5.9M 1.86%
152,640
+1,654
16
$5.89M 1.85%
65,779
+5,567
17
$5.71M 1.8%
66,320
+12,701
18
$5.71M 1.8%
113,264
+1,560
19
$5.7M 1.79%
216,593
-4,192
20
$5.55M 1.74%
140,605
+27,484
21
$5.5M 1.73%
137,474
+1,415
22
$5.48M 1.72%
57,874
+185
23
$5.39M 1.7%
30,854
+498
24
$5.36M 1.69%
253,412
-1,136
25
$5.35M 1.68%
47,766
+1,780
1
2 3 4 5