$256 Million is the total value of Autus Asset Management, LLC's 114 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDT | Exit | Medtronic Inc. | $0 | – | -4,153 | -100.0% | -0.09% | – |
| CAT | Exit | Caterpillar Inc. | $0 | – | -2,850 | -100.0% | -0.10% | – |
| MRK | Exit | Merck & Co | $0 | – | -5,693 | -100.0% | -0.12% | – |
| LH | Exit | Laboratory Corporation of Amer | $0 | – | -2,850 | -100.0% | -0.12% | – |
| SCHO | Exit | Schwab Short-Term U.S. Treasuretf | $0 | – | -5,880 | -100.0% | -0.13% | – |
| SCHR | Exit | Schwab Intermediate-Term U.S.etf | $0 | – | -9,525 | -100.0% | -0.21% | – |
| VOO | Exit | Vanguard S&P 500 ETFetf | $0 | – | -20,033 | -100.0% | -0.65% | – |
| NLY | Exit | Annaly Capital Management Inc. | $0 | – | -200,357 | -100.0% | -0.98% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Small Cap ETF | 39 | Q4 2022 | 6.8% |
| VANGUARD TAX-MANAGED INTL FD | 39 | Q4 2022 | 3.9% |
| VANGUARD SCOTTSDALE FDS | 39 | Q4 2022 | 3.9% |
| Vanguard Short-Term Corporate | 39 | Q4 2022 | 3.2% |
| APPLE INC | 39 | Q4 2022 | 3.6% |
| ACCENTURE PLC IRELAND | 39 | Q4 2022 | 2.8% |
| MASTERCARD INCORPORATED | 39 | Q4 2022 | 2.8% |
| COSTCO WHSL CORP NEW | 39 | Q4 2022 | 3.0% |
| McCormick & Company Inc. | 39 | Q4 2022 | 3.0% |
| Vngrd Ftse Em Mk | 39 | Q4 2022 | 2.5% |
View Autus Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-14 |
| 13F-HR | 2021-10-18 |
| 13F-HR | 2021-07-16 |
| 13F-HR | 2021-04-14 |
| 13F-HR | 2021-01-19 |
| 13F-HR | 2020-10-13 |
View Autus Asset Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.