$548 Million is the total value of Autus Asset Management, LLC's 269 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORP | $894,000 | +9.0% | 5,775 | 0.0% | 0.16% | +3.2% | |
| BSV | VANGUARD BD INDEX FD INCshort trm bond | $557,000 | -0.9% | 7,042 | 0.0% | 0.10% | -5.6% | |
| USB | US BANCORP DEL | $556,000 | 0.0% | 10,380 | 0.0% | 0.10% | -5.6% | |
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $542,000 | -0.9% | 9,000 | 0.0% | 0.10% | -5.7% | |
| SO | SOUTHERN CO | $431,000 | -2.0% | 8,950 | 0.0% | 0.08% | -7.1% | |
| IBMG | ISHARES TRibonds sep18 etf | $304,000 | -0.7% | 12,000 | 0.0% | 0.06% | -6.8% | |
| CHD | CHURCH & DWIGHT INC | $261,000 | +3.6% | 5,200 | 0.0% | 0.05% | 0.0% |
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 2018-02-01
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.