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
$568M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$2.95M
3
+$877K
4
VB icon
Vanguard Small-Cap ETF
VB
+$733K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$687K

Top Sells

1
+$3.43M
2
+$3.24M
3
+$2.46M
4
EOG icon
EOG Resources
EOG
+$908K
5
AAPL icon
Apple
AAPL
+$714K

Sector Composition

1 Technology 11.79%
2 Healthcare 11.24%
3 Consumer Staples 9.35%
4 Financials 7.97%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.8M 4.54%
223,588
+6,354
2
$22.4M 3.95%
257,664
+5,964
3
$19.2M 3.38%
576,362
-15,596
4
$16.6M 2.92%
209,609
+7,706
5
$15.6M 2.75%
245,964
-11,236
6
$13.5M 2.38%
55,955
-1,888
7
$13.3M 2.33%
46,522
-761
8
$12.5M 2.2%
372,265
+2,994
9
$12.5M 2.2%
176,802
-1,210
10
$12.3M 2.16%
75,320
-66
11
$11.9M 2.1%
205,180
+2,120
12
$11.9M 2.09%
153,864
-3,778
13
$11.7M 2.06%
148,369
+3,903
14
$9.62M 1.69%
41,813
-235
15
$9.59M 1.69%
115,891
-842
16
$9.54M 1.68%
29,964
+444
17
$9.37M 1.65%
51,257
+1,381
18
$9.29M 1.63%
172,822
+7,365
19
$9.09M 1.6%
20,656
+116
20
$9.09M 1.6%
55,059
+1,311
21
$8.86M 1.56%
109,124
+2,740
22
$8.78M 1.55%
56,359
+1,056
23
$8.72M 1.53%
74,108
-2,513
24
$8.48M 1.49%
87,818
+5,054
25
$8.44M 1.49%
218,538
+5,255
1
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