$393 Million is the total value of Autus Asset Management, LLC's 286 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 32.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $18,307,000 | +2.5% | 165,467 | +0.0% | 4.65% | -14.7% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $11,489,000 | +14.9% | 145,452 | +16.0% | 2.92% | -4.4% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $11,054,000 | +10.3% | 301,027 | +7.0% | 2.81% | -8.2% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $9,923,000 | +7.8% | 117,998 | +9.5% | 2.52% | -10.3% |
| MKC | Sell | MCCORMICK & CO INC | $9,517,000 | +3.1% | 111,235 | -1.0% | 2.42% | -14.2% |
| ACN | Sell | ACCENTURE PLC IRELAND | $8,970,000 | +4.3% | 85,830 | -1.9% | 2.28% | -13.2% |
| COST | Sell | COSTCO WHSL CORP NEW | $8,802,000 | +9.6% | 54,503 | -1.9% | 2.24% | -8.8% |
| NKE | Buy | NIKE INCcl b | $8,591,000 | -5.1% | 137,461 | +86.8% | 2.18% | -21.0% |
| MA | Sell | MASTERCARD INCcl a | $8,323,000 | +7.7% | 85,485 | -0.3% | 2.12% | -10.4% |
| NVO | Sell | NOVO-NORDISK A Sadr | $8,156,000 | +3.8% | 140,432 | -3.1% | 2.07% | -13.6% |
| SRCL | Buy | STERICYCLE INC | $7,660,000 | -6.3% | 63,513 | +8.2% | 1.95% | -22.0% |
| AAPL | Sell | APPLE INC | $7,222,000 | -4.6% | 68,611 | -0.1% | 1.84% | -20.6% |
| PFF | Buy | ISHARES TRu.s. pfd stk etf | $7,214,000 | +3.6% | 185,677 | +2.9% | 1.83% | -13.7% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $6,658,000 | +5.6% | 82,626 | +9.2% | 1.69% | -12.1% |
| ROL | Sell | ROLLINS INC | $6,417,000 | -8.3% | 247,779 | -4.9% | 1.63% | -23.7% |
| BLK | Sell | BLACKROCK INC | $6,371,000 | +12.6% | 18,710 | -1.6% | 1.62% | -6.3% |
| INTU | Buy | INTUIT | $6,360,000 | +9.4% | 65,902 | +0.6% | 1.62% | -9.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $5,982,000 | +3.0% | 45,299 | +1.7% | 1.52% | -14.3% |
| CL | Buy | COLGATE PALMOLIVE CO | $5,741,000 | +7.9% | 86,163 | +2.8% | 1.46% | -10.2% |
| GOOG | New | ALPHABET INCcap stk cl c | $5,712,000 | – | 7,527 | +100.0% | 1.45% | – |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $5,711,000 | +35.5% | 123,575 | +27.6% | 1.45% | +12.8% |
| ECL | Buy | ECOLAB INC | $5,691,000 | +8.7% | 49,752 | +4.3% | 1.45% | -9.5% |
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $5,265,000 | +9.8% | 66,033 | +4.0% | 1.34% | -8.7% |
| ED | Buy | CONSOLIDATED EDISON INC | $5,253,000 | -0.4% | 81,726 | +3.6% | 1.34% | -17.1% |
| DCI | Buy | DONALDSON INC | $5,169,000 | +4.5% | 180,329 | +2.3% | 1.31% | -13.0% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $5,131,000 | +10.5% | 55,365 | -1.8% | 1.30% | -8.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $5,092,000 | +4.5% | 155,651 | +5.7% | 1.29% | -13.1% |
| TIP | Sell | ISHARES TRtips bd etf | $4,980,000 | -1.9% | 45,402 | -1.0% | 1.27% | -18.4% |
| IGSB | Buy | ISHARES TR1-3 yr cr bd etf | $4,943,000 | +22.6% | 47,257 | +23.2% | 1.26% | +2.0% |
| CERN | Buy | CERNER CORP | $4,937,000 | +58.4% | 82,053 | +57.8% | 1.26% | +31.8% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $4,843,000 | +27.2% | 8,867 | +7.0% | 1.23% | +5.8% |
| SLB | Buy | SCHLUMBERGER LTD | $4,806,000 | +30.4% | 68,913 | +29.0% | 1.22% | +8.6% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $4,543,000 | +7.3% | 57,518 | +93.1% | 1.16% | -10.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $4,520,000 | +9.2% | 43,335 | +3.3% | 1.15% | -9.2% |
| ABT | Buy | ABBOTT LABS | $4,478,000 | +17.7% | 99,700 | +5.4% | 1.14% | -2.1% |
| JCI | Sell | JOHNSON CTLS INC | $4,304,000 | -5.4% | 109,000 | -0.9% | 1.09% | -21.3% |
| CVX | Buy | CHEVRON CORP NEW | $4,284,000 | +17.5% | 47,625 | +3.0% | 1.09% | -2.2% |
| ZTS | Sell | ZOETIS INCcl a | $4,257,000 | -8.4% | 88,833 | -21.3% | 1.08% | -23.7% |
| DIS | Buy | DISNEY WALT CO | $4,153,000 | +70.8% | 39,525 | +66.1% | 1.06% | +42.1% |
| WFC | Buy | WELLS FARGO & CO NEW | $3,896,000 | +15.7% | 71,691 | +9.3% | 0.99% | -3.7% |
| HAIN | Buy | HAIN CELESTIAL GROUP INC | $3,857,000 | +40.4% | 95,507 | +79.4% | 0.98% | +16.8% |
| HON | Buy | HONEYWELL INTL INC | $3,491,000 | +26.4% | 33,700 | +15.5% | 0.89% | +5.1% |
| VOO | Buy | VANGUARD INDEX FDS | $3,463,000 | +13.7% | 18,525 | +6.9% | 0.88% | -5.4% |
| WFM | Buy | WHOLE FOODS MKT INC | $3,439,000 | +13.9% | 102,669 | +7.6% | 0.87% | -5.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $3,313,000 | +70.8% | 32,250 | +55.2% | 0.84% | +42.2% |
| PCLN | Buy | PRICELINE GRP INC | $2,967,000 | +19.5% | 2,327 | +15.9% | 0.75% | -0.5% |
| XOM | Buy | EXXON MOBIL CORP | $2,906,000 | +74.1% | 37,290 | +66.1% | 0.74% | +44.9% |
| GOOGL | New | ALPHABET INCcap stk cl a | $2,839,000 | – | 3,649 | +100.0% | 0.72% | – |
| PII | Buy | POLARIS INDS INC | $2,815,000 | +1.0% | 32,757 | +40.8% | 0.72% | -15.9% |
| QCOM | Buy | QUALCOMM INC | $2,741,000 | +50.2% | 54,831 | +61.4% | 0.70% | +25.1% |
| XBI | Sell | SPDR SERIES TRUSTs&p biotech | $2,665,000 | +11.1% | 37,963 | -1.5% | 0.68% | -7.6% |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC | $2,616,000 | -1.1% | 42,167 | +8.0% | 0.66% | -17.7% |
| BAX | Buy | BAXTER INTL INC | $2,477,000 | +19.1% | 64,918 | +2.5% | 0.63% | -0.8% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,392,000 | +3.8% | 19,910 | +0.8% | 0.61% | -13.6% |
| EMR | Buy | EMERSON ELEC CO | $2,207,000 | +118.9% | 46,152 | +102.2% | 0.56% | +82.1% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $2,142,000 | -4.2% | 23,072 | -9.6% | 0.54% | -20.4% |
| EMB | Buy | ISHARES TRjp mor em mk etf | $2,130,000 | +2.8% | 20,144 | +3.5% | 0.54% | -14.4% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,116,000 | +6.2% | 48,761 | +4.3% | 0.54% | -11.5% |
| PEP | Sell | PEPSICO INC | $2,112,000 | +3.3% | 21,132 | -2.5% | 0.54% | -13.9% |
| BXLT | Sell | BAXALTA INC | $2,049,000 | +13.6% | 52,497 | -8.2% | 0.52% | -5.4% |
| INTC | Buy | INTEL CORP | $1,856,000 | +337.7% | 53,869 | +283.4% | 0.47% | +265.9% |
| DISCK | Sell | DISCOVERY COMMUNICATNS NEW | $1,811,000 | -0.9% | 71,810 | -4.6% | 0.46% | -17.6% |
| MMM | Sell | 3M CO | $1,771,000 | +2.3% | 11,758 | -3.8% | 0.45% | -14.9% |
| PX | Buy | PRAXAIR INC | $1,711,000 | +19.4% | 16,701 | +18.7% | 0.44% | -0.7% |
| BDX | Buy | BECTON DICKINSON & CO | $1,713,000 | +166.4% | 11,115 | +129.3% | 0.44% | +121.9% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $1,693,000 | +11.7% | 9,393 | +7.7% | 0.43% | -7.1% |
| TSCO | Buy | TRACTOR SUPPLY CO | $1,675,000 | +10.3% | 19,591 | +8.8% | 0.43% | -8.2% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $1,648,000 | +21.9% | 25,033 | +5.1% | 0.42% | +1.5% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,627,000 | -1.1% | 7,942 | -7.0% | 0.41% | -17.5% |
| JPM | New | JPMORGAN CHASE & CO | $1,591,000 | – | 24,101 | +100.0% | 0.40% | – |
| SUB | Buy | ISHARES TRsht ntlamtfr etf | $1,559,000 | +34.6% | 14,710 | +34.5% | 0.40% | +11.9% |
| GIS | Buy | GENERAL MLS INC | $1,483,000 | +623.4% | 25,709 | +604.4% | 0.38% | +498.4% |
| PPR | New | VOYA PRIME RATE TRsh ben int | $1,429,000 | – | 282,455 | +100.0% | 0.36% | – |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,423,000 | +198.3% | 13,178 | +202.7% | 0.36% | +147.9% |
| MON | Sell | MONSANTO CO NEW | $1,335,000 | +12.2% | 13,551 | -2.9% | 0.34% | -6.6% |
| AYI | Sell | ACUITY BRANDS INC | $1,309,000 | +27.5% | 5,600 | -4.3% | 0.33% | +6.1% |
| PG | Buy | PROCTER & GAMBLE CO | $1,308,000 | +13.7% | 16,466 | +3.0% | 0.33% | -5.4% |
| XRAY | Sell | DENTSPLY INTL INC NEW | $1,258,000 | +17.4% | 20,675 | -2.5% | 0.32% | -2.1% |
| ORCL | New | ORACLE CORP | $1,249,000 | – | 34,192 | +100.0% | 0.32% | – |
| CVS | New | CVS HEALTH CORP | $1,217,000 | – | 12,443 | +100.0% | 0.31% | – |
| BHP | New | BHP BILLITON LTDsponsored adr | $1,194,000 | – | 46,319 | +100.0% | 0.30% | – |
| TROW | Sell | PRICE T ROWE GROUP INC | $1,147,000 | +1.9% | 16,040 | -1.0% | 0.29% | -15.1% |
| AXP | New | AMERICAN EXPRESS CO | $1,121,000 | – | 16,128 | +100.0% | 0.28% | – |
| PNQI | Buy | POWERSHARES ETF TRUSTnasd intnt etf | $1,122,000 | +20.0% | 13,990 | +3.3% | 0.28% | -0.3% |
| USB | New | US BANCORP DEL | $1,113,000 | – | 26,086 | +100.0% | 0.28% | – |
| TM | New | TOYOTA MOTOR CORP | $1,106,000 | – | 8,989 | +100.0% | 0.28% | – |
| EL | LAUDER ESTEE COS INCcl a | $1,038,000 | +9.1% | 11,790 | 0.0% | 0.26% | -9.0% | |
| WRI | New | WEINGARTEN RLTY INVSsh ben int | $996,000 | – | 28,790 | +100.0% | 0.25% | – |
| BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $990,000 | -2.7% | 12,260 | -1.2% | 0.25% | -19.0% |
| ABBV | Buy | ABBVIE INC | $971,000 | +12.1% | 16,394 | +2.9% | 0.25% | -6.4% |
| IDTI | Sell | INTEGRATED DEVICE TECHNOLOGY | $936,000 | +24.5% | 35,525 | -4.1% | 0.24% | +3.5% |
| CSCO | New | CISCO SYS INC | $934,000 | – | 34,371 | +100.0% | 0.24% | – |
| HRL | Buy | HORMEL FOODS CORP | $910,000 | +41.3% | 11,510 | +13.2% | 0.23% | +17.3% |
| GE | Buy | GENERAL ELECTRIC CO | $902,000 | +36.0% | 28,930 | +10.2% | 0.23% | +13.4% |
| CLX | Sell | CLOROX CO DEL | $895,000 | +6.5% | 7,062 | -2.9% | 0.23% | -11.3% |
| WMT | New | WAL-MART STORES INC | $883,000 | – | 14,397 | +100.0% | 0.22% | – |
| SYK | Sell | STRYKER CORP | $849,000 | -3.0% | 9,133 | -1.8% | 0.22% | -19.1% |
| MUB | Buy | ISHARES TRnat amt free bd | $842,000 | +33.7% | 7,610 | +32.2% | 0.21% | +11.5% |
| EOG | Sell | EOG RES INC | $837,000 | -2.8% | 11,814 | -0.1% | 0.21% | -19.0% |
| VGSH | VANGUARD SCOTTSDALE FDSshtrm gvt bd etf | $784,000 | -0.8% | 12,900 | 0.0% | 0.20% | -17.4% | |
| SJM | SMUCKER J M CO | $775,000 | +8.1% | 6,285 | 0.0% | 0.20% | -10.0% | |
| BCR | Sell | BARD C R INC | $667,000 | -1.0% | 3,520 | -2.6% | 0.17% | -17.5% |
| IGIB | Buy | ISHARES TRinterm cr bd etf | $666,000 | +125.0% | 6,207 | +127.6% | 0.17% | +87.8% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $646,000 | +11.6% | 5,739 | +8.2% | 0.16% | -7.3% |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $619,000 | – | 4,497 | +100.0% | 0.16% | – |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $596,000 | +0.2% | 7,487 | +1.1% | 0.15% | -16.5% |
| KO | COCA COLA CO | $580,000 | +7.0% | 13,500 | 0.0% | 0.15% | -11.4% | |
| EFG | New | ISHARES TReafe grwth etf | $555,000 | – | 8,260 | +100.0% | 0.14% | – |
| CAT | New | CATERPILLAR INC DEL | $554,000 | – | 8,156 | +100.0% | 0.14% | – |
| ELD | Buy | WISDOMTREE TRem lcl debt fd | $534,000 | +46.3% | 15,587 | +48.3% | 0.14% | +22.5% |
| IWN | New | ISHARES TRrus 2000 val etf | $487,000 | – | 5,300 | +100.0% | 0.12% | – |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $484,000 | +124.1% | 3,474 | +115.8% | 0.12% | +86.4% |
| HD | Buy | HOME DEPOT INC | $483,000 | +19.6% | 3,658 | +4.7% | 0.12% | 0.0% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $478,000 | +6.0% | 4,415 | -1.9% | 0.12% | -11.6% |
| F | New | FORD MTR CO DEL | $466,000 | – | 33,051 | +100.0% | 0.12% | – |
| IBMF | Buy | ISHARES17 amt-free etf | $464,000 | +47.3% | 16,950 | +48.0% | 0.12% | +22.9% |
| DPLO | New | DIPLOMAT PHARMACY INC | $443,000 | – | 12,970 | +100.0% | 0.11% | – |
| SO | Sell | SOUTHERN CO | $438,000 | +0.5% | 9,350 | -4.1% | 0.11% | -16.5% |
| MSFT | Buy | MICROSOFT CORP | $433,000 | +86.6% | 7,796 | +48.9% | 0.11% | +54.9% |
| IWF | New | ISHARES TRrus 1000 grw etf | $427,000 | – | 4,291 | +100.0% | 0.11% | – |
| NVS | Sell | NOVARTIS A Gsponsored adr | $423,000 | -15.9% | 4,917 | -10.2% | 0.11% | -29.9% |
| CELG | Buy | CELGENE CORP | $424,000 | +16.8% | 3,540 | +5.4% | 0.11% | -2.7% |
| EFV | New | ISHARES TReafe value etf | $406,000 | – | 8,730 | +100.0% | 0.10% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $400,000 | – | 4,350 | +100.0% | 0.10% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $398,000 | – | 5,790 | +100.0% | 0.10% | – |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $392,000 | +13.3% | 2,945 | +4.2% | 0.10% | -5.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $389,000 | +54.4% | 6,890 | +55.7% | 0.10% | +28.6% |
| BP | Sell | BP PLCsponsored adr | $375,000 | -29.1% | 12,006 | -30.6% | 0.10% | -41.4% |
| KMB | Buy | KIMBERLY CLARK CORP | $367,000 | +32.5% | 2,880 | +13.6% | 0.09% | +9.4% |
| IWD | New | ISHARES TRrus 1000 val etf | $363,000 | – | 3,708 | +100.0% | 0.09% | – |
| HCP | Sell | HCP INC | $358,000 | -1.4% | 9,374 | -3.8% | 0.09% | -18.0% |
| FLS | Sell | FLOWSERVE CORP | $356,000 | -0.3% | 8,460 | -2.6% | 0.09% | -17.4% |
| WAT | WATERS CORP | $345,000 | +13.9% | 2,565 | 0.0% | 0.09% | -5.4% | |
| RIO | New | RIO TINTO PLCsponsored adr | $341,000 | – | 11,720 | +100.0% | 0.09% | – |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $336,000 | +12.8% | 10,453 | +15.0% | 0.08% | -6.6% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $323,000 | +4.9% | 6,665 | +0.2% | 0.08% | -12.8% |
| CMI | New | CUMMINS INC | $324,000 | – | 3,678 | +100.0% | 0.08% | – |
| VCR | VANGUARD WORLD FDSconsum dis etf | $308,000 | +4.1% | 2,515 | 0.0% | 0.08% | -13.3% | |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $294,000 | +7.3% | 2,275 | +0.7% | 0.08% | -10.7% |
| FOXF | Sell | FOX FACTORY HLDG CORP | $285,000 | -44.9% | 17,205 | -43.9% | 0.07% | -54.4% |
| PFE | Buy | PFIZER INC | $281,000 | +6.0% | 8,700 | +3.0% | 0.07% | -12.3% |
| SBUX | Sell | STARBUCKS CORP | $277,000 | -5.5% | 4,610 | -10.7% | 0.07% | -21.3% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $276,000 | +7.4% | 2,730 | +0.9% | 0.07% | -10.3% |
| DIM | New | WISDOMTREE TRintl midcap dv | $271,000 | – | 4,875 | +100.0% | 0.07% | – |
| IBME | New | ISHARES16 amt-free etf | $266,000 | – | 10,000 | +100.0% | 0.07% | – |
| EFA | New | ISHARES TRmsci eafe etf | $261,000 | – | 4,441 | +100.0% | 0.07% | – |
| GLD | New | SPDR GOLD TRUST | $260,000 | – | 2,563 | +100.0% | 0.07% | – |
| STT | STATE STR CORP | $247,000 | -1.6% | 3,735 | 0.0% | 0.06% | -18.2% | |
| AMGN | New | AMGEN INC | $249,000 | – | 1,538 | +100.0% | 0.06% | – |
| T | New | AT&T INC | $249,000 | – | 7,247 | +100.0% | 0.06% | – |
| KMI | New | KINDER MORGAN INC DEL | $239,000 | – | 16,033 | +100.0% | 0.06% | – |
| COP | Buy | CONOCOPHILLIPS | $227,000 | +0.4% | 4,856 | +3.2% | 0.06% | -15.9% |
| IBMG | New | ISHARES TR18 amt-free etf | $230,000 | – | 9,000 | +100.0% | 0.06% | – |
| DOW | New | DOW CHEM CO | $227,000 | – | 4,415 | +100.0% | 0.06% | – |
| LLL | L-3 COMMUNICATIONS HLDGS INC | $228,000 | +14.0% | 1,910 | 0.0% | 0.06% | -4.9% | |
| IWC | New | ISHARES TRmicro-cap etf | $224,000 | – | 3,109 | +100.0% | 0.06% | – |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $221,000 | -8.3% | 1,082 | -14.0% | 0.06% | -24.3% |
| CHD | CHURCH & DWIGHT INC | $221,000 | +1.4% | 2,600 | 0.0% | 0.06% | -16.4% | |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $215,000 | +3.4% | 3,740 | -0.6% | 0.06% | -14.1% |
| TGT | Buy | TARGET CORP | $208,000 | -0.5% | 2,863 | +7.9% | 0.05% | -17.2% |
| DPS | New | DR PEPPER SNAPPLE GROUP INC | $210,000 | – | 2,248 | +100.0% | 0.05% | – |
| MO | Sell | ALTRIA GROUP INC | $208,000 | -3.7% | 3,568 | -10.1% | 0.05% | -19.7% |
| LH | New | LABORATORY CORP AMER HLDGS | $200,000 | – | 1,615 | +100.0% | 0.05% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $202,000 | – | 2,794 | +100.0% | 0.05% | – |
| ETP | Exit | ENERGY TRANSFER PRTNRS L Punit ltd partn | $0 | – | -6,186 | -100.0% | -0.08% | – |
| DEM | Exit | WISDOMTREE TRemer mkt high fd | $0 | – | -26,525 | -100.0% | -0.27% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-02-11
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.