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
$477M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.75M
3
+$1.72M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.67M
5
AMZN icon
Amazon
AMZN
+$1.47M

Top Sells

1
+$2.73M
2
+$998K
3
+$881K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$839K
5
MA icon
Mastercard
MA
+$661K

Sector Composition

1 Healthcare 9.05%
2 Industrials 8.88%
3 Consumer Staples 8.24%
4 Financials 7.96%
5 Technology 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.3M 5.31%
190,062
+12,504
2
$16.9M 3.55%
430,684
+29,246
3
$16M 3.35%
184,862
+6,552
4
$14.1M 2.96%
177,094
-1,138
5
$10.6M 2.22%
266,817
+16,013
6
$10.5M 2.19%
87,314
-254
7
$10.3M 2.17%
288,172
-9,144
8
$10.3M 2.16%
117,469
-274
9
$9.74M 2.04%
199,732
-3,966
10
$9.67M 2.03%
85,955
-5,874
11
$9.2M 1.93%
237,843
+7,288
12
$9M 1.89%
53,663
-935
13
$8.44M 1.77%
185,465
-1,838
14
$8.29M 1.74%
100,383
+20,807
15
$8.05M 1.69%
48,322
-415
16
$7.75M 1.62%
68,397
-901
17
$7.62M 1.6%
19,880
-549
18
$7.62M 1.6%
183,780
+7,820
19
$7.61M 1.59%
65,612
-1,773
20
$7.19M 1.51%
129,093
-3,600
21
$6.86M 1.44%
80,496
-351
22
$6.8M 1.43%
54,285
+1,409
23
$6.59M 1.38%
135,102
+667
24
$6.56M 1.37%
124,670
+1,294
25
$6.52M 1.37%
89,033
-85
1
2 3 4 5