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
$603M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$725K
3
+$450K
4
GD icon
General Dynamics
GD
+$437K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$321K

Top Sells

1
+$1.09M
2
+$860K
3
+$785K
4
WFC icon
Wells Fargo
WFC
+$555K
5
ROL icon
Rollins
ROL
+$427K

Sector Composition

1 Healthcare 10.38%
2 Technology 8.77%
3 Financials 8.13%
4 Consumer Staples 8.07%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.2M 5.51%
204,342
+1,126
2
$21.8M 3.61%
503,741
+6,299
3
$19.4M 3.22%
232,721
+8,679
4
$15.7M 2.6%
200,600
+3,197
5
$15.3M 2.54%
271,720
-7,280
6
$15.1M 2.51%
68,009
-3,528
7
$13.7M 2.27%
80,275
-812
8
$12.8M 2.12%
193,882
-5,814
9
$12.7M 2.11%
310,517
+7,609
10
$12.3M 2.03%
141,757
+759
11
$12.2M 2.02%
51,922
-1,455
12
$11.6M 1.93%
199,398
-237
13
$11.4M 1.89%
50,103
-3,783
14
$11.1M 1.84%
185,960
-2,060
15
$10.7M 1.78%
56,022
-5,718
16
$10.6M 1.75%
124,678
-2,775
17
$10.3M 1.71%
48,168
+190
18
$10.3M 1.7%
276,258
-2,577
19
$10.1M 1.67%
124,761
+3,979
20
$9.49M 1.57%
129,437
+2,324
21
$9M 1.49%
19,087
-19
22
$8.85M 1.47%
75,636
+1,297
23
$8.83M 1.46%
56,350
+1,265
24
$8.82M 1.46%
33,045
-1,234
25
$8.03M 1.33%
87,692
-1,044
1
2 3 4 5