$603 Million is the total value of Autus Asset Management, LLC's 280 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 10.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $33,222,000 | +5.0% | 204,342 | +0.6% | 5.51% | -0.6% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $21,797,000 | +2.1% | 503,741 | +1.3% | 3.61% | -3.3% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $19,439,000 | +3.9% | 232,721 | +3.9% | 3.22% | -1.6% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $15,679,000 | +1.7% | 200,600 | +1.6% | 2.60% | -3.7% |
| AAPL | Sell | APPLE INC | $15,334,000 | +18.8% | 67,930 | -2.6% | 2.54% | +12.4% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $15,140,000 | +7.7% | 68,009 | -4.9% | 2.51% | +1.9% |
| ACN | Sell | ACCENTURE PLC IRELAND | $13,663,000 | +3.0% | 80,275 | -1.0% | 2.26% | -2.5% |
| MKC | Sell | MCCORMICK & CO INC | $12,772,000 | +10.2% | 96,941 | -2.9% | 2.12% | +4.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $12,731,000 | -0.4% | 310,517 | +2.5% | 2.11% | -5.7% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $12,253,000 | +2.1% | 141,757 | +0.5% | 2.03% | -3.3% |
| COST | Sell | COSTCO WHSL CORP NEW | $12,195,000 | +9.3% | 51,922 | -2.7% | 2.02% | +3.5% |
| DCI | Sell | DONALDSON INC | $11,617,000 | +29.0% | 199,398 | -0.1% | 1.93% | +22.1% |
| INTU | Sell | INTUIT | $11,394,000 | +3.5% | 50,103 | -7.0% | 1.89% | -2.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $11,098,000 | +5.8% | 9,298 | -1.1% | 1.84% | +0.2% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $10,719,000 | +8.9% | 18,674 | -9.3% | 1.78% | +3.1% |
| NKE | Sell | NIKE INCcl b | $10,563,000 | +4.0% | 124,678 | -2.2% | 1.75% | -1.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $10,314,000 | +15.2% | 48,168 | +0.4% | 1.71% | +9.1% |
| PFF | Sell | ISHARES TRs&p us pfd stk | $10,258,000 | -2.4% | 276,258 | -0.9% | 1.70% | -7.6% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $10,066,000 | +2.3% | 124,761 | +3.3% | 1.67% | -3.1% |
| ABT | Buy | ABBOTT LABS | $9,495,000 | +22.5% | 129,437 | +1.8% | 1.57% | +15.9% |
| BLK | Sell | BLACKROCK INC | $8,997,000 | -5.6% | 19,087 | -0.1% | 1.49% | -10.7% |
| DIS | Buy | DISNEY WALT CO | $8,845,000 | +13.5% | 75,636 | +1.7% | 1.47% | +7.4% |
| ECL | Buy | ECOLAB INC | $8,834,000 | +14.3% | 56,350 | +2.3% | 1.46% | +8.2% |
| VOO | Sell | VANGUARD INDEX FDS | $8,825,000 | +3.2% | 33,045 | -3.6% | 1.46% | -2.3% |
| ZTS | Sell | ZOETIS INCcl a | $8,029,000 | +6.2% | 87,692 | -1.2% | 1.33% | +0.5% |
| HON | Buy | HONEYWELL INTL INC | $8,000,000 | +18.8% | 48,081 | +2.8% | 1.33% | +12.5% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $7,693,000 | +17.2% | 44,184 | -2.0% | 1.28% | +10.9% |
| CVX | Buy | CHEVRON CORP NEW | $7,679,000 | -1.3% | 62,796 | +2.0% | 1.27% | -6.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $7,622,000 | +7.4% | 142,777 | +1.2% | 1.26% | +1.7% |
| TIP | Buy | ISHARES TRtips bd etf | $7,514,000 | +0.8% | 67,932 | +2.8% | 1.25% | -4.6% |
| NVO | Sell | NOVO-NORDISK A Sadr | $7,234,000 | +1.9% | 153,457 | -0.3% | 1.20% | -3.5% |
| ROL | Sell | ROLLINS INC | $7,166,000 | +8.9% | 118,067 | -5.6% | 1.19% | +3.1% |
| BAX | Buy | BAXTER INTL INC | $7,051,000 | +7.1% | 91,467 | +2.6% | 1.17% | +1.4% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $6,844,000 | +7.1% | 41,684 | +2.9% | 1.14% | +1.4% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $6,809,000 | +1.4% | 63,158 | +0.4% | 1.13% | -4.0% |
| PX | Buy | PRAXAIR INC | $6,429,000 | +2.7% | 40,001 | +1.1% | 1.07% | -2.7% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $6,286,000 | +3.5% | 44,547 | +1.6% | 1.04% | -2.0% |
| GD | Buy | GENERAL DYNAMICS CORP | $6,274,000 | +18.1% | 30,645 | +7.5% | 1.04% | +11.7% |
| CL | Sell | COLGATE PALMOLIVE CO | $6,202,000 | +3.1% | 92,629 | -0.2% | 1.03% | -2.5% |
| CERN | Sell | CERNER CORP | $6,148,000 | +7.1% | 95,462 | -0.6% | 1.02% | +1.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $6,131,000 | +9.8% | 54,331 | +1.4% | 1.02% | +3.9% |
| BKNG | Buy | BOOKING HLDGS INC | $6,061,000 | -1.8% | 3,055 | +0.4% | 1.00% | -6.9% |
| AMZN | Buy | AMAZON COM INC | $6,009,000 | +19.3% | 3,000 | +1.2% | 1.00% | +12.9% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $5,884,000 | +4.4% | 39,319 | -2.0% | 0.98% | -1.2% |
| TJX | Buy | TJX COS INC NEW | $5,871,000 | +21.5% | 52,411 | +3.2% | 0.97% | +15.0% |
| IGSB | Buy | ISHARES TRsh tr crport etf | $5,621,000 | -0.7% | 108,444 | +98.6% | 0.93% | -6.0% |
| ADBE | Sell | ADOBE SYS INC | $5,526,000 | +8.9% | 20,470 | -1.6% | 0.92% | +3.2% |
| ED | Buy | CONSOLIDATED EDISON INC | $5,426,000 | -1.5% | 71,222 | +0.8% | 0.90% | -6.7% |
| SLB | Buy | SCHLUMBERGER LTD | $5,362,000 | -6.8% | 88,021 | +2.5% | 0.89% | -11.8% |
| BHP | Buy | BHP BILLITON LTDsponsored adr | $5,286,000 | +1.6% | 106,048 | +1.9% | 0.88% | -3.8% |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC | $5,049,000 | +18.0% | 51,557 | +0.8% | 0.84% | +11.7% |
| PII | Buy | POLARIS INDS INC | $4,923,000 | -12.7% | 48,770 | +5.7% | 0.82% | -17.3% |
| HRL | Buy | HORMEL FOODS CORP | $4,867,000 | +6.0% | 123,551 | +0.1% | 0.81% | +0.4% |
| XBI | Buy | SPDR SERIES TRUSTs&p biotech | $4,414,000 | +3.0% | 46,042 | +2.3% | 0.73% | -2.4% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $3,678,000 | +9.3% | 9,403 | -4.4% | 0.61% | +3.6% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $3,428,000 | +9.8% | 58,819 | +7.9% | 0.57% | +3.8% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,361,000 | +1.5% | 64,555 | +1.1% | 0.56% | -4.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $3,283,000 | +5.2% | 14,638 | +3.4% | 0.54% | -0.5% |
| PNQI | Buy | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $3,197,000 | +0.8% | 23,740 | +4.2% | 0.53% | -4.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,947,000 | +9.8% | 21,330 | -3.6% | 0.49% | +4.0% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $2,790,000 | +4.4% | 41,878 | -2.0% | 0.46% | -1.1% |
| PYPL | Buy | PAYPAL HLDGS INC | $2,778,000 | +25.9% | 31,629 | +19.4% | 0.46% | +19.1% |
| AGG | Buy | ISHARES TRcore us aggbd et | $2,754,000 | +4.3% | 26,100 | +5.1% | 0.46% | -1.1% |
| SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC | $2,679,000 | +21.4% | 47,133 | +10.9% | 0.44% | +15.0% |
| IDTI | Sell | INTEGRATED DEVICE TECHNOLOGY | $2,654,000 | +42.7% | 56,455 | -3.2% | 0.44% | +35.0% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $2,645,000 | +6.3% | 9,038 | -0.8% | 0.44% | +0.5% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $2,366,000 | -2.1% | 22,590 | -1.8% | 0.39% | -7.3% |
| MMM | Buy | 3M CO | $2,146,000 | +7.9% | 10,181 | +0.7% | 0.36% | +2.3% |
| SRCL | Sell | STERICYCLE INC | $2,002,000 | -12.3% | 34,116 | -2.5% | 0.33% | -17.0% |
| XOM | Sell | EXXON MOBIL CORP | $2,002,000 | -5.8% | 23,544 | -8.3% | 0.33% | -10.8% |
| PEP | Sell | PEPSICO INC | $1,973,000 | +1.5% | 17,652 | -1.1% | 0.33% | -3.8% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,880,000 | -1.5% | 1,558 | -7.8% | 0.31% | -6.6% |
| EMR | Sell | EMERSON ELEC CO | $1,822,000 | +7.7% | 23,797 | -2.8% | 0.30% | +2.0% |
| BDX | Sell | BECTON DICKINSON & CO | $1,740,000 | +4.0% | 6,666 | -4.6% | 0.29% | -1.7% |
| MUB | Sell | ISHARES TRnational mun etf | $1,638,000 | -1.7% | 15,180 | -0.7% | 0.27% | -6.8% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,556,000 | +11.4% | 7,680 | -0.3% | 0.26% | +5.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,407,000 | +5.5% | 16,915 | -1.0% | 0.23% | -0.4% |
| ABBV | Sell | ABBVIE INC | $1,388,000 | +1.5% | 14,685 | -0.5% | 0.23% | -3.8% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $1,341,000 | +9.7% | 6,219 | +11.4% | 0.22% | +3.7% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,308,000 | +5.2% | 8,388 | -3.0% | 0.22% | -0.5% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,183,000 | +1.6% | 7,020 | -1.2% | 0.20% | -3.9% |
| BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $1,139,000 | -1.2% | 14,464 | -0.7% | 0.19% | -6.4% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $1,121,000 | +1.7% | 7,713 | -0.1% | 0.19% | -3.6% |
| MSFT | Sell | MICROSOFT CORP | $1,121,000 | +5.9% | 9,799 | -8.8% | 0.19% | +0.5% |
| INTC | Sell | INTEL CORP | $1,100,000 | -8.3% | 23,254 | -3.6% | 0.18% | -13.3% |
| IGIB | Buy | ISHARES TRintrm tr crp etf | $1,055,000 | -2.5% | 19,874 | +95.1% | 0.18% | -7.4% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $1,002,000 | +3.0% | 4,659 | -2.2% | 0.17% | -2.4% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $987,000 | +0.1% | 7,799 | -3.9% | 0.16% | -5.2% |
| CMD | New | CANTEL MEDICAL CORP | $986,000 | – | 10,719 | +100.0% | 0.16% | – |
| IWN | Sell | ISHARES TRrus 2000 val etf | $935,000 | -0.3% | 7,031 | -1.1% | 0.16% | -5.5% |
| KO | Sell | COCA COLA CO | $930,000 | +3.7% | 20,135 | -1.5% | 0.15% | -1.9% |
| SYK | Sell | STRYKER CORP | $902,000 | +1.2% | 5,075 | -3.8% | 0.15% | -3.8% |
| TROW | Sell | PRICE T ROWE GROUP INC | $876,000 | -7.4% | 8,025 | -1.5% | 0.14% | -12.7% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $861,000 | +10.7% | 4,770 | +4.0% | 0.14% | +5.1% |
| EOG | Sell | EOG RES INC | $848,000 | +1.6% | 6,650 | -0.9% | 0.14% | -3.4% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $832,000 | +15.7% | 4,615 | +2.1% | 0.14% | +9.5% |
| CLX | CLOROX CO DEL | $816,000 | +11.2% | 5,427 | 0.0% | 0.14% | +4.7% | |
| EFG | Sell | ISHARES TReafe grwth etf | $809,000 | +0.4% | 10,108 | -1.2% | 0.13% | -5.0% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $805,000 | +12.9% | 11,595 | +9.5% | 0.13% | +6.4% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $780,000 | +17.8% | 5,280 | +8.4% | 0.13% | +11.2% |
| HD | Sell | HOME DEPOT INC | $769,000 | +1.3% | 3,715 | -4.5% | 0.13% | -4.5% |
| CSCO | Sell | CISCO SYS INC | $760,000 | -4.8% | 15,632 | -15.7% | 0.13% | -10.0% |
| PPR | Sell | VOYA PRIME RATE TRsh ben int | $750,000 | -5.4% | 150,600 | -4.4% | 0.12% | -10.8% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $661,000 | +6.8% | 4,875 | -0.1% | 0.11% | +1.9% |
| WFC | Sell | WELLS FARGO CO NEW | $619,000 | -50.0% | 11,778 | -47.3% | 0.10% | -52.5% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $596,000 | +1.0% | 7,637 | +1.3% | 0.10% | -3.9% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $596,000 | +3.7% | 6,609 | +1.7% | 0.10% | -2.0% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $582,000 | +15.0% | 7,679 | +11.5% | 0.10% | +7.9% |
| EFV | Sell | ISHARES TReafe value etf | $539,000 | -4.4% | 10,375 | -5.6% | 0.09% | -10.1% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $526,000 | -6.6% | 12,253 | -5.8% | 0.09% | -12.1% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $513,000 | +12.5% | 3,660 | +7.6% | 0.08% | +6.2% |
| XRAY | Sell | DENTSPLY SIRONA INC | $509,000 | -17.8% | 13,500 | -4.6% | 0.08% | -22.2% |
| SJM | Sell | SMUCKER J M CO | $509,000 | -5.4% | 4,960 | -1.0% | 0.08% | -10.6% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $459,000 | +7.2% | 3,036 | -0.8% | 0.08% | +1.3% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $407,000 | +11.2% | 2,912 | -0.4% | 0.07% | +4.7% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $386,000 | +1.3% | 3,670 | +1.4% | 0.06% | -4.5% |
| GIS | Sell | GENERAL MLS INC | $358,000 | -4.3% | 8,338 | -1.4% | 0.06% | -9.2% |
| DWDP | DOWDUPONT INC | $356,000 | -2.5% | 5,531 | 0.0% | 0.06% | -7.8% | |
| COP | Sell | CONOCOPHILLIPS | $353,000 | -19.4% | 4,557 | -27.5% | 0.06% | -23.4% |
| EFA | Sell | ISHARES TRmsci eafe etf | $356,000 | +1.7% | 5,228 | -0.1% | 0.06% | -3.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $343,000 | +0.6% | 1,179 | -6.4% | 0.06% | -5.0% |
| DE | Sell | DEERE & CO | $338,000 | +7.0% | 2,249 | -0.5% | 0.06% | +1.8% |
| LLL | Sell | L3 TECHNOLOGIES INC | $332,000 | +7.4% | 1,560 | -2.8% | 0.06% | +1.9% |
| ORCL | Sell | ORACLE CORP | $332,000 | -6.7% | 6,444 | -20.3% | 0.06% | -11.3% |
| AXP | Sell | AMERICAN EXPRESS CO | $324,000 | -18.2% | 3,046 | -24.7% | 0.05% | -21.7% |
| V | Buy | VISA INC | $312,000 | +55.2% | 2,076 | +37.2% | 0.05% | +48.6% |
| SO | Sell | SOUTHERN CO | $303,000 | -19.8% | 6,966 | -14.7% | 0.05% | -24.2% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $299,000 | -37.6% | 5,000 | -37.5% | 0.05% | -40.5% |
| BP | BP PLCsponsored adr | $303,000 | +1.0% | 6,562 | 0.0% | 0.05% | -5.7% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $296,000 | +6.9% | 8,356 | -1.1% | 0.05% | 0.0% |
| USB | Sell | US BANCORP DEL | $293,000 | -17.7% | 5,541 | -22.1% | 0.05% | -21.0% |
| KMB | Sell | KIMBERLY CLARK CORP | $289,000 | +5.9% | 2,550 | -1.6% | 0.05% | 0.0% |
| T | Sell | AT&T INC | $269,000 | -1.1% | 8,000 | -5.5% | 0.04% | -6.2% |
| VLO | Buy | VALERO ENERGY CORP NEW | $271,000 | +11.1% | 2,387 | +8.1% | 0.04% | +4.7% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $257,000 | +9.8% | 1,963 | +10.4% | 0.04% | +4.9% |
| VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $261,000 | – | 2,996 | +100.0% | 0.04% | – |
| BA | Sell | BOEING CO | $257,000 | +1.2% | 689 | -9.0% | 0.04% | -2.3% |
| CHD | CHURCH & DWIGHT INC | $261,000 | +11.5% | 4,400 | 0.0% | 0.04% | +4.9% | |
| ELD | Buy | WISDOMTREE TRem lcl debt fd | $253,000 | -3.8% | 7,697 | +0.5% | 0.04% | -8.7% |
| MCD | Buy | MCDONALDS CORP | $248,000 | +14.8% | 1,485 | +7.8% | 0.04% | +7.9% |
| IBMI | ISHARES TRibonds sep2020 | $240,000 | -0.4% | 9,500 | 0.0% | 0.04% | -4.8% | |
| ICF | Sell | ISHARES TRcohen steer reit | $231,000 | -2.5% | 2,313 | -2.3% | 0.04% | -9.5% |
| K | KELLOGG CO | $231,000 | 0.0% | 3,300 | 0.0% | 0.04% | -5.0% | |
| TSCO | Sell | TRACTOR SUPPLY CO | $229,000 | -38.3% | 2,525 | -48.0% | 0.04% | -41.5% |
| LMT | New | LOCKHEED MARTIN CORP | $227,000 | – | 656 | +100.0% | 0.04% | – |
| WAT | Sell | WATERS CORP | $213,000 | -3.6% | 1,093 | -4.2% | 0.04% | -10.3% |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $214,000 | – | 2,836 | +100.0% | 0.04% | – |
| WEC | New | WEC ENERGY GROUP INC | $212,000 | – | 3,182 | +100.0% | 0.04% | – |
| QCOM | New | QUALCOMM INC | $206,000 | – | 2,864 | +100.0% | 0.03% | – |
| GE | Buy | GENERAL ELECTRIC CO | $125,000 | -13.8% | 11,111 | +4.5% | 0.02% | -16.0% |
| F | Sell | FORD MTR CO DEL | $119,000 | -16.8% | 12,846 | -0.8% | 0.02% | -20.0% |
| TM | Exit | TOYOTA MOTOR CORP | $0 | – | -1,565 | -100.0% | -0.04% | – |
| BBT | Exit | BB&T CORP | $0 | – | -4,079 | -100.0% | -0.04% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -1,877 | -100.0% | -0.04% | – |
| WMT | Exit | WALMART INC | $0 | – | -2,595 | -100.0% | -0.04% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -1,374 | -100.0% | -0.04% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -1,723 | -100.0% | -0.04% | – |
| FB | Exit | FACEBOOK INCcl a | $0 | – | -1,305 | -100.0% | -0.04% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -2,338 | -100.0% | -0.04% | – |
| DPS | Exit | DR PEPPER SNAPPLE GROUP INC | $0 | – | -2,198 | -100.0% | -0.05% | – |
| IBMG | Exit | ISHARES TRibonds sep18 etf | $0 | – | -12,000 | -100.0% | -0.05% | – |
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 2018-10-26
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.