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
$393M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$2.84M
3
+$1.81M
4
HAIN icon
Hain Celestial
HAIN
+$1.71M
5
DIS icon
Walt Disney
DIS
+$1.65M

Top Sells

1
+$1.15M
2
+$888K
3
+$607K
4
ROL icon
Rollins
ROL
+$330K
5
NVO icon
Novo Nordisk
NVO
+$257K

Sector Composition

1 Consumer Staples 10.82%
2 Healthcare 10.59%
3 Industrials 9.1%
4 Financials 8%
5 Technology 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.3M 4.65%
165,467
+66
2
$11.5M 2.92%
145,452
+20,052
3
$11.1M 2.81%
301,027
+19,786
4
$9.92M 2.52%
117,998
+10,225
5
$9.52M 2.42%
222,470
-2,214
6
$8.97M 2.28%
85,830
-1,666
7
$8.8M 2.24%
54,503
-1,048
8
$8.59M 2.18%
137,461
-9,713
9
$8.32M 2.12%
85,485
-290
10
$8.16M 2.07%
280,864
-8,856
11
$7.66M 1.95%
63,513
+4,817
12
$7.22M 1.84%
274,444
-144
13
$7.21M 1.83%
185,677
+5,308
14
$6.66M 1.69%
82,626
+6,929
15
$6.42M 1.63%
557,503
-28,676
16
$6.37M 1.62%
18,710
-312
17
$6.36M 1.62%
65,902
+379
18
$5.98M 1.52%
45,299
+746
19
$5.74M 1.46%
86,163
+2,341
20
$5.71M 1.45%
+150,540
21
$5.71M 1.45%
123,575
+26,703
22
$5.69M 1.45%
49,752
+2,035
23
$5.26M 1.34%
66,033
+2,550
24
$5.25M 1.34%
81,726
+2,819
25
$5.17M 1.31%
180,329
+4,111
1
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