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
$632M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.03M
3
+$916K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$828K
5
MBB icon
iShares MBS ETF
MBB
+$795K

Top Sells

1
+$2.09M
2
+$2.08M
3
+$1.38M
4
CERN
Cerner Corp
CERN
+$1.15M
5
GS icon
Goldman Sachs
GS
+$887K

Sector Composition

1 Healthcare 10.58%
2 Technology 10.38%
3 Consumer Staples 8.85%
4 Financials 8.34%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.5M 5.29%
213,635
+4,832
2
$23.4M 3.71%
562,130
+36,084
3
$21.5M 3.41%
239,765
+7,556
4
$16.5M 2.61%
62,512
-1,944
5
$15.1M 2.38%
186,778
+2,683
6
$14.9M 2.36%
350,748
+19,467
7
$14.4M 2.27%
77,763
-228
8
$14.2M 2.25%
183,352
-6,214
9
$13.4M 2.11%
269,924
-1,696
10
$13.1M 2.07%
49,496
-269
11
$12.4M 1.96%
142,398
+1,391
12
$12.4M 1.96%
147,530
+194
13
$11.6M 1.84%
83,226
+940
14
$11.5M 1.81%
43,847
-1,659
15
$11.3M 1.78%
57,137
-509
16
$11M 1.73%
202,640
+3,900
17
$10.9M 1.72%
213,685
+2,443
18
$10.6M 1.67%
49,532
-330
19
$10.1M 1.59%
120,106
-180
20
$9.73M 1.54%
111,358
-3,476
21
$9.61M 1.52%
20,467
+28
22
$9.53M 1.51%
54,516
+240
23
$9.45M 1.49%
83,291
-1,726
24
$9.36M 1.48%
34,785
+2,155
25
$9.12M 1.44%
52,223
+433
1
2 3 4 5