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
$914M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.6M
3
+$1.31M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.29M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.11M

Top Sells

1
+$1.1M
2
+$1.02M
3
+$925K
4
AAPL icon
Apple
AAPL
+$832K
5
ADBE icon
Adobe
ADBE
+$745K

Sector Composition

1 Technology 13.93%
2 Healthcare 10.13%
3 Financials 7.96%
4 Consumer Staples 7.27%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.3M 5.83%
243,803
+5,984
2
$32.2M 3.52%
637,724
+10,618
3
$31.5M 3.44%
333,655
+13,649
4
$26.7M 2.92%
188,908
-5,882
5
$23M 2.52%
172,880
-6,940
6
$22M 2.4%
68,688
-2,203
7
$21.9M 2.39%
265,489
+12,484
8
$21.7M 2.37%
432,992
+8,105
9
$19.5M 2.14%
223,407
+22,041
10
$19.1M 2.09%
35,457
-1,889
11
$18.8M 2.06%
41,843
-1,007
12
$16.8M 1.83%
48,265
-789
13
$16.4M 1.8%
28,561
-1,294
14
$16M 1.75%
135,337
+104
15
$15.6M 1.71%
47,175
-1,332
16
$15.1M 1.65%
17,985
-230
17
$14.8M 1.61%
87,260
+2,265
18
$14.5M 1.58%
99,529
-2,852
19
$14M 1.53%
53,897
-965
20
$13.5M 1.47%
49,282
-360
21
$13.3M 1.45%
33,628
+639
22
$13.1M 1.43%
161,819
+1,082
23
$13M 1.43%
629,790
-53,090
24
$12.9M 1.41%
78,640
+240
25
$12.4M 1.36%
216,708
+954
1
2 3 4 5