$637 Million is the total value of Autus Asset Management, LLC's 439 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 3.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $32,683,000 | -2.3% | 212,374 | -0.6% | 5.13% | -3.0% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $23,281,000 | -0.7% | 566,714 | +0.8% | 3.66% | -1.3% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $22,248,000 | +3.3% | 243,839 | +1.7% | 3.49% | +2.6% |
| MA | Sell | MASTERCARD INCcl a | $15,997,000 | -3.3% | 58,906 | -5.8% | 2.51% | -3.9% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $15,320,000 | +1.7% | 189,006 | +1.2% | 2.41% | +1.0% |
| AAPL | Sell | APPLE INC | $14,930,000 | +11.8% | 66,661 | -1.2% | 2.34% | +11.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $14,493,000 | -2.8% | 359,976 | +2.6% | 2.28% | -3.5% |
| ACN | Sell | ACCENTURE PLC IRELAND | $14,484,000 | +0.8% | 75,294 | -3.2% | 2.28% | +0.1% |
| MKC | Sell | MCCORMICK & CO INC | $13,989,000 | -1.6% | 89,496 | -2.4% | 2.20% | -2.2% |
| COST | Sell | COSTCO WHSL CORP NEW | $13,793,000 | +5.5% | 47,876 | -3.3% | 2.17% | +4.7% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $13,041,000 | +5.1% | 149,604 | +5.1% | 2.05% | +4.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $12,345,000 | +12.7% | 10,127 | -0.0% | 1.94% | +12.0% |
| ABT | Sell | ABBOTT LABS | $12,009,000 | -3.2% | 143,526 | -2.7% | 1.89% | -3.9% |
| INTU | Sell | INTUIT | $11,174,000 | -2.5% | 42,020 | -4.2% | 1.76% | -3.1% |
| DCI | Sell | DONALDSON INC | $11,061,000 | +1.8% | 212,373 | -0.6% | 1.74% | +1.1% |
| NKE | Sell | NIKE INCcl b | $11,007,000 | +9.2% | 117,184 | -2.4% | 1.73% | +8.5% |
| ECL | Sell | ECOLAB INC | $10,839,000 | -3.9% | 54,736 | -4.2% | 1.70% | -4.6% |
| DIS | Sell | DISNEY WALT CO | $10,660,000 | -8.3% | 81,804 | -1.7% | 1.67% | -8.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $10,298,000 | -2.5% | 49,503 | -0.1% | 1.62% | -3.2% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $9,704,000 | +1.8% | 17,973 | -1.1% | 1.52% | +1.1% |
| ZTS | Sell | ZOETIS INCcl a | $9,680,000 | +2.4% | 77,699 | -6.7% | 1.52% | +1.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $9,674,000 | +7.8% | 160,280 | +2.1% | 1.52% | +7.1% |
| VOO | Sell | VANGUARD INDEX FDS | $9,383,000 | +0.2% | 34,423 | -1.0% | 1.47% | -0.4% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $9,190,000 | -5.6% | 98,542 | -11.5% | 1.44% | -6.2% |
| BAX | Sell | BAXTER INTL INC | $9,180,000 | +5.7% | 104,957 | -1.0% | 1.44% | +5.0% |
| PFF | Buy | ISHARES TRpfd and incm sec | $9,102,000 | +4.9% | 242,558 | +3.0% | 1.43% | +4.3% |
| BLK | Sell | BLACKROCK INC | $9,073,000 | -5.5% | 20,359 | -0.5% | 1.42% | -6.2% |
| HON | Sell | HONEYWELL INTL INC | $8,828,000 | -3.2% | 52,177 | -0.1% | 1.39% | -3.7% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $8,735,000 | +12.6% | 39,722 | -5.4% | 1.37% | +11.9% |
| TJX | Buy | TJX COS INC NEW | $8,290,000 | +7.1% | 148,715 | +1.6% | 1.30% | +6.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $8,124,000 | +6.6% | 69,025 | +1.3% | 1.28% | +5.9% |
| ADBE | Buy | ADOBE INC | $7,971,000 | -6.0% | 28,856 | +0.2% | 1.25% | -6.6% |
| TIP | Buy | ISHARES TRtips bd etf | $7,964,000 | +1.8% | 68,481 | +1.1% | 1.25% | +1.1% |
| CVX | Buy | CHEVRON CORP NEW | $7,812,000 | -3.8% | 65,864 | +0.9% | 1.23% | -4.4% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $7,461,000 | -2.3% | 44,516 | -2.5% | 1.17% | -2.9% |
| CL | Sell | COLGATE PALMOLIVE CO | $7,420,000 | +2.3% | 100,938 | -0.2% | 1.16% | +1.6% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $7,150,000 | +2.2% | 63,072 | +2.2% | 1.12% | +1.5% |
| ED | Sell | CONSOLIDATED EDISON INC | $6,961,000 | +6.6% | 73,681 | -1.0% | 1.09% | +5.9% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $6,885,000 | +2.1% | 43,993 | -1.6% | 1.08% | +1.4% |
| AMZN | Buy | AMAZON COM INC | $6,841,000 | -6.6% | 3,941 | +1.9% | 1.07% | -7.3% |
| ABBV | Buy | ABBVIE INC | $6,758,000 | +8.9% | 89,246 | +4.6% | 1.06% | +8.2% |
| GD | Buy | GENERAL DYNAMICS CORP | $6,636,000 | +1.1% | 36,317 | +0.6% | 1.04% | +0.4% |
| BKNG | Buy | BOOKING HLDGS INC | $6,406,000 | +7.1% | 3,264 | +2.3% | 1.01% | +6.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $6,116,000 | +2.5% | 40,512 | +2.0% | 0.96% | +1.9% |
| PYPL | Sell | PAYPAL HLDGS INC | $5,984,000 | -9.8% | 57,759 | -0.3% | 0.94% | -10.4% |
| HRL | Sell | HORMEL FOODS CORP | $5,778,000 | +7.0% | 132,103 | -0.8% | 0.91% | +6.3% |
| IGSB | Sell | ISHARES TRsh tr crport etf | $5,425,000 | -0.3% | 101,085 | -0.7% | 0.85% | -0.9% |
| BHP | Sell | BHP GROUP LTDsponsored ads | $5,374,000 | -16.1% | 108,829 | -1.3% | 0.84% | -16.7% |
| FDX | Buy | FEDEX CORP | $4,217,000 | -6.1% | 28,962 | +5.8% | 0.66% | -6.8% |
| CHRW | Sell | C H ROBINSON WORLDWIDE INC | $4,156,000 | -0.9% | 49,024 | -1.4% | 0.65% | -1.5% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $4,110,000 | -7.2% | 70,790 | +2.1% | 0.65% | -7.7% |
| CRM | Buy | SALESFORCE COM INC | $3,998,000 | +1.8% | 26,939 | +4.1% | 0.63% | +1.1% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $3,935,000 | -4.0% | 11,037 | -1.4% | 0.62% | -4.6% |
| XYL | Buy | XYLEM INC | $3,897,000 | -1.9% | 48,943 | +3.1% | 0.61% | -2.5% |
| XBI | Sell | SPDR SERIES TRUSTs&p biotech | $3,846,000 | -14.2% | 50,430 | -1.4% | 0.60% | -14.8% |
| PNQI | Buy | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $3,669,000 | -3.7% | 28,210 | +1.3% | 0.58% | -4.3% |
| MTN | Buy | VAIL RESORTS INC | $3,643,000 | +16.6% | 16,009 | +14.3% | 0.57% | +15.8% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,590,000 | +1.1% | 71,940 | +3.3% | 0.56% | +0.4% |
| SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC | $3,523,000 | -10.2% | 68,300 | +0.3% | 0.55% | -10.8% |
| NVDA | Buy | NVIDIA CORP | $3,341,000 | +13.4% | 19,191 | +7.0% | 0.52% | +12.7% |
| CMD | Sell | CANTEL MEDICAL CORP | $3,337,000 | -8.1% | 44,612 | -0.9% | 0.52% | -8.7% |
| AGG | Buy | ISHARES TRcore us aggbd et | $3,090,000 | +6.3% | 27,306 | +4.6% | 0.48% | +5.4% |
| SLB | Buy | SCHLUMBERGER LTD | $2,989,000 | -9.7% | 87,489 | +5.0% | 0.47% | -10.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $2,973,000 | +4.3% | 9,955 | +2.9% | 0.47% | +3.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,834,000 | -6.9% | 21,896 | +0.1% | 0.44% | -7.5% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $2,719,000 | -1.8% | 40,550 | -2.4% | 0.43% | -2.5% |
| PEP | Sell | PEPSICO INC | $2,571,000 | +4.1% | 18,749 | -0.4% | 0.40% | +3.6% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $2,513,000 | +13.2% | 12,124 | +7.6% | 0.40% | +12.5% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $2,462,000 | -9.4% | 23,105 | -9.3% | 0.39% | -9.8% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $2,209,000 | +46.2% | 9,987 | +35.1% | 0.35% | +45.2% |
| PG | Sell | PROCTER & GAMBLE CO | $2,145,000 | +10.9% | 17,247 | -2.2% | 0.34% | +10.1% |
| MASI | Buy | MASIMO CORP | $1,944,000 | +0.5% | 13,066 | +0.5% | 0.30% | -0.3% |
| MMM | Buy | 3M CO | $1,808,000 | -4.6% | 10,998 | +0.6% | 0.28% | -5.3% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $1,775,000 | +7.4% | 8,923 | -1.2% | 0.28% | +6.9% |
| MUB | Sell | ISHARES TRnational mun etf | $1,737,000 | -13.5% | 15,220 | -14.3% | 0.27% | -13.9% |
| EMR | Buy | EMERSON ELEC CO | $1,485,000 | +0.6% | 22,207 | +0.4% | 0.23% | 0.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,454,000 | +6.6% | 1,191 | -5.5% | 0.23% | +5.6% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,420,000 | +0.5% | 6,588 | -1.7% | 0.22% | 0.0% |
| MSFT | Buy | MICROSOFT CORP | $1,405,000 | +10.9% | 10,110 | +6.9% | 0.22% | +10.5% |
| BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $1,271,000 | +1.0% | 15,066 | -0.5% | 0.20% | +0.5% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,226,000 | +1.4% | 7,680 | -0.1% | 0.19% | +1.0% |
| XOM | Sell | EXXON MOBIL CORP | $1,176,000 | -13.5% | 16,657 | -6.1% | 0.18% | -14.0% |
| IGIB | Sell | ISHARES TRintrm tr crp etf | $1,105,000 | -0.5% | 19,079 | -2.1% | 0.17% | -1.1% |
| KO | Buy | COCA COLA CO | $1,059,000 | +8.5% | 19,443 | +1.5% | 0.17% | +7.8% |
| MBB | Buy | ISHARES TRmbs etf | $1,044,000 | +31.3% | 9,639 | +30.3% | 0.16% | +30.2% |
| SYK | Sell | STRYKER CORP | $1,037,000 | +4.1% | 4,794 | -1.0% | 0.16% | +3.8% |
| TROW | Sell | PRICE T ROWE GROUP INC | $1,016,000 | -0.7% | 8,891 | -4.7% | 0.16% | -1.2% |
| BDX | Sell | BECTON DICKINSON & CO | $1,011,000 | -1.5% | 3,998 | -1.7% | 0.16% | -1.9% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,009,000 | -3.4% | 6,665 | -0.8% | 0.16% | -4.2% |
| HD | Buy | HOME DEPOT INC | $964,000 | +35.0% | 4,160 | +21.1% | 0.15% | +33.6% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $955,000 | +0.5% | 7,446 | -0.3% | 0.15% | 0.0% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $938,000 | +6.1% | 5,597 | +10.0% | 0.15% | +5.0% |
| NVO | NOVO-NORDISK A Sadr | $936,000 | +1.2% | 18,109 | 0.0% | 0.15% | +0.7% | |
| XRAY | Sell | DENTSPLY SIRONA INC | $909,000 | -10.7% | 17,050 | -2.3% | 0.14% | -11.2% |
| EOG | EOG RES INC | $805,000 | -20.2% | 10,836 | 0.0% | 0.13% | -21.2% | |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $794,000 | +6.6% | 11,348 | +5.1% | 0.12% | +5.9% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $781,000 | -3.7% | 4,052 | +0.3% | 0.12% | -3.9% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $761,000 | -0.8% | 6,371 | +0.1% | 0.12% | -0.8% |
| CLX | Sell | CLOROX CO DEL | $747,000 | -3.2% | 4,920 | -2.4% | 0.12% | -4.1% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $743,000 | -1.3% | 5,255 | -0.5% | 0.12% | -1.7% |
| EFG | ISHARES TReafe grwth etf | $724,000 | -0.3% | 8,993 | 0.0% | 0.11% | -0.9% | |
| INTC | Sell | INTEL CORP | $690,000 | -1.3% | 13,403 | -8.0% | 0.11% | -2.7% |
| ROL | Sell | ROLLINS INC | $685,000 | -19.5% | 20,109 | -15.3% | 0.11% | -20.0% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $659,000 | +5.3% | 4,508 | +5.0% | 0.10% | +5.1% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $646,000 | +1.4% | 3,585 | +1.0% | 0.10% | 0.0% |
| VOX | Buy | VANGUARD WORLD FDS | $627,000 | +10.8% | 7,228 | +10.8% | 0.10% | +10.1% |
| CSCO | Buy | CISCO SYS INC | $589,000 | -0.3% | 11,910 | +10.3% | 0.09% | 0.0% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $583,000 | +0.3% | 6,505 | -0.2% | 0.09% | 0.0% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $567,000 | +0.7% | 7,018 | +0.3% | 0.09% | 0.0% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $538,000 | 0.0% | 7,194 | +0.2% | 0.08% | 0.0% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $539,000 | +6.5% | 3,448 | +1.3% | 0.08% | +6.2% |
| EFA | Buy | ISHARES TRmsci eafe etf | $511,000 | +49.4% | 7,845 | +50.7% | 0.08% | +48.1% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $496,000 | -4.8% | 12,136 | -0.0% | 0.08% | -4.9% |
| SJM | Sell | SMUCKER J M CO | $467,000 | -12.7% | 4,245 | -8.6% | 0.07% | -14.1% |
| CMI | CUMMINS INC | $460,000 | -5.2% | 2,828 | 0.0% | 0.07% | -6.5% | |
| LIN | Sell | LINDE PLC | $432,000 | -16.1% | 2,227 | -13.2% | 0.07% | -16.0% |
| GIS | Buy | GENERAL MLS INC | $436,000 | +6.3% | 7,904 | +1.3% | 0.07% | +4.6% |
| HCP | HCP INC | $420,000 | +11.4% | 11,800 | 0.0% | 0.07% | +10.0% | |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $421,000 | – | 2,022 | +100.0% | 0.07% | – |
| EFV | Sell | ISHARES TReafe value etf | $421,000 | -2.1% | 8,890 | -0.6% | 0.07% | -2.9% |
| PPR | Sell | VOYA PRIME RATE TRsh ben int | $406,000 | -1.2% | 86,175 | -0.2% | 0.06% | -1.5% |
| PGX | Sell | INVESCO EXCHNG TRADED FD TRpfd etf | $402,000 | -8.0% | 26,812 | -10.1% | 0.06% | -8.7% |
| VIG | Sell | VANGUARD GROUPdiv app etf | $367,000 | +2.5% | 3,071 | -1.1% | 0.06% | +1.8% |
| CMCSA | COMCAST CORP NEWcl a | $363,000 | +6.5% | 8,059 | 0.0% | 0.06% | +5.6% | |
| AXP | Buy | AMERICAN EXPRESS CO | $354,000 | +14.9% | 2,997 | +20.0% | 0.06% | +14.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $348,000 | +5.8% | 1,172 | +4.5% | 0.06% | +5.8% |
| DE | Sell | DEERE & CO | $337,000 | -10.1% | 2,003 | -11.5% | 0.05% | -10.2% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $330,000 | -6.5% | 2,411 | -10.8% | 0.05% | -7.1% |
| KMB | Sell | KIMBERLY CLARK CORP | $316,000 | +4.6% | 2,226 | -1.5% | 0.05% | +4.2% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $316,000 | +3.6% | 5,180 | +3.6% | 0.05% | +4.2% |
| CHD | Sell | CHURCH & DWIGHT INC | $314,000 | +3.0% | 4,175 | -0.1% | 0.05% | +2.1% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $306,000 | +6.2% | 3,930 | +15.9% | 0.05% | +4.3% |
| NVS | Buy | NOVARTIS A Gsponsored adr | $302,000 | -2.3% | 3,477 | +2.7% | 0.05% | -4.1% |
| IBMI | ISHARES TRibonds sep2020 | $294,000 | 0.0% | 11,500 | 0.0% | 0.05% | 0.0% | |
| IBMJ | ISHARES TRibonds dec2021 | $296,000 | 0.0% | 11,500 | 0.0% | 0.05% | -2.1% | |
| SBUX | STARBUCKS CORP | $289,000 | +5.5% | 3,275 | 0.0% | 0.04% | +4.7% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $282,000 | +23.1% | 722 | +15.0% | 0.04% | +22.2% |
| NEE | Buy | NEXTERA ENERGY INC | $271,000 | +23.2% | 1,162 | +8.3% | 0.04% | +22.9% |
| ICF | Sell | ISHARES TRcohen steer reit | $261,000 | +5.7% | 2,176 | -0.7% | 0.04% | +5.1% |
| BP | BP PLCsponsored adr | $256,000 | -8.9% | 6,741 | 0.0% | 0.04% | -9.1% | |
| WEC | WEC ENERGY GROUP INC | $257,000 | +14.2% | 2,700 | 0.0% | 0.04% | +11.1% | |
| V | Buy | VISA INC | $254,000 | +2.4% | 1,473 | +3.2% | 0.04% | +2.6% |
| MCD | Buy | MCDONALDS CORP | $251,000 | +6.4% | 1,168 | +3.0% | 0.04% | +5.4% |
| COP | Buy | CONOCOPHILLIPS | $237,000 | -5.6% | 4,164 | +0.8% | 0.04% | -7.5% |
| ELD | WISDOMTREE TRem lcl debt fd | $230,000 | -2.5% | 6,677 | 0.0% | 0.04% | -2.7% | |
| VFMV | Sell | VANGUARD WELLINGTON FDus minimum | $232,000 | -2.9% | 2,595 | -6.0% | 0.04% | -5.3% |
| BA | Buy | BOEING CO | $227,000 | +12.4% | 595 | +7.4% | 0.04% | +12.5% |
| VFMO | Sell | VANGUARD WELLINGTON FDus momentum | $223,000 | -7.5% | 2,760 | -5.5% | 0.04% | -7.9% |
| ORCL | Buy | ORACLE CORP | $208,000 | +3.0% | 3,779 | +6.6% | 0.03% | +3.1% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $202,000 | +1.0% | 1,160 | -0.2% | 0.03% | 0.0% |
| SRCL | New | STERICYCLE INC | $202,000 | – | 3,966 | +100.0% | 0.03% | – |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $201,000 | – | 1,588 | +100.0% | 0.03% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -4,255 | -100.0% | -0.04% | – |
| LLL | Exit | L3 TECHNOLOGIES INC | $0 | – | -1,351 | -100.0% | -0.05% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Robinson, Tigue, Sponcil & Associates, LLC #1
- Integrated Financial Planning, P.C. #2
- Dynamic Advisor Solutions LLC #3
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-12
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.