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
$754M
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$1.79M
3
+$1.28M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.25M
5
MBB icon
iShares MBS ETF
MBB
+$1.2M

Top Sells

1
+$2.33M
2
+$2.3M
3
+$1.48M
4
NVDA icon
NVIDIA
NVDA
+$615K
5
AMZN icon
Amazon
AMZN
+$475K

Sector Composition

1 Technology 13.95%
2 Healthcare 11.29%
3 Consumer Staples 8.98%
4 Financials 8.08%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.1M 4.79%
234,674
+4,057
2
$25.8M 3.42%
222,714
-19,858
3
$25.4M 3.36%
264,837
+9,301
4
$24.8M 3.29%
605,849
+31,303
5
$18.4M 2.44%
222,439
+15,097
6
$18.4M 2.43%
54,285
-1,090
7
$16.8M 2.23%
389,315
+22,402
8
$16.8M 2.22%
74,130
-767
9
$16.6M 2.2%
171,194
-2,478
10
$16.3M 2.17%
45,998
-155
11
$16M 2.12%
147,010
-787
12
$15.1M 2.01%
30,874
-251
13
$14.8M 1.96%
200,760
-1,720
14
$14.2M 1.88%
113,023
-1,644
15
$13.3M 1.77%
158,933
+7,648
16
$13.3M 1.76%
40,728
-712
17
$13M 1.72%
82,600
-3,020
18
$12.9M 1.71%
54,618
-324
19
$12.3M 1.63%
62,456
-2,175
20
$11.9M 1.58%
72,076
-1,127
21
$11.5M 1.52%
20,401
-131
22
$11.3M 1.5%
833,360
-45,440
23
$11.2M 1.48%
55,998
-151
24
$11M 1.46%
51,594
+304
25
$10.9M 1.44%
87,487
+336
1
2 3 4 5