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
$454M
AUM Growth
+$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$1.5M
3
+$1.21M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$591K
5
NVO icon
Novo Nordisk
NVO
+$523K

Top Sells

1
+$1.55M
2
+$701K
3
+$265K
4
CERN
Cerner Corp
CERN
+$233K
5
WAT icon
Waters Corp
WAT
+$228K

Sector Composition

1 Healthcare 9.08%
2 Industrials 8.98%
3 Consumer Staples 8.32%
4 Financials 8.03%
5 Technology 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.9M 5.05%
177,558
+970
2
$15.3M 3.37%
178,310
+17,510
3
$14.7M 3.23%
401,438
+1,172
4
$14.1M 3.12%
178,232
+15,284
5
$10.3M 2.26%
87,568
+1,127
6
$10.2M 2.25%
117,743
+6,823
7
$9.51M 2.09%
203,698
+5,442
8
$9.48M 2.09%
91,829
+156
9
$8.97M 1.98%
250,804
+12,828
10
$8.74M 1.93%
54,598
-16
11
$8.61M 1.9%
297,316
+2,476
12
$8.58M 1.89%
230,555
+8,730
13
$7.94M 1.75%
48,737
+1,000
14
$7.88M 1.74%
187,303
+147
15
$7.77M 1.71%
20,429
+829
16
$7.76M 1.71%
516,897
-9,293
17
$7.72M 1.7%
67,385
-311
18
$7.22M 1.59%
69,298
+1,900
19
$7.18M 1.58%
134,435
+2,714
20
$6.79M 1.5%
175,960
+6,700
21
$6.74M 1.49%
132,693
+1,907
22
$6.57M 1.45%
79,576
+456
23
$6.47M 1.43%
123,376
+980
24
$6.36M 1.4%
51,941
-307
25
$6.32M 1.39%
53,656
+895
1
2 3 4 5