AA
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Autus Asset Management, LLC13F | |
| Autus Asset Management, LLC | |
| Last update 2023-01-24 | 147 Stocks (8 new) |
| Value $556.00 Mil | Turnover 1 % |
Autus Asset Management, LLC Top Holdings of 2022-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VB | Vanguard Small Cap ETF | 172,389 | 31,640.4 | -2.15% | 5.690 | -0.12% | 0.080 | +17.72% | +0.84% | 60,849.6 | ||
VEA | Vanguard FTSE Developed Markets ETF | 438,309 | 18,395.9 | -5.90% | 3.310 | -0.19% | 0.020 | +15.10% | +18.93% | 157,306.4 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 221,796 | 17,191.5 | -1.39% | 3.090 | -0.05% | 0.040 | +3.09% | +2.18% | 52,957.1 | ||
AAPL | Apple Inc | 128,610 | 16,710.5 | -3.14% | 3.010 | -0.11% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
CVX | Chevron Corp | 74,801 | 13,426.3 | -0.11% | 2.420 | 0% | 0.000 | +15.90% | +9.74% | 269,032.0 | Oil & Gas | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 177,954 | 13,380.4 | -5.76% | 2.410 | -0.15% | 0.030 | +1.42% | +1.33% | 34,907.7 | ||
HYG |
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
| 175,836 | 12,946.9 | -1.97% | 2.330 | -0.05% | 0.070 | +4.29% | +1.75% | 17,702.4 | ||
ACN | Accenture PLC | 47,887 | 12,778.3 | -2.52% | 2.300 | -0.06% | 0.010 | -0.66% | -18.97% | 175,059.0 | Software | |
COST | Costco Wholesale Corp | 26,903 | 12,281.8 | -2.69% | 2.210 | -0.07% | 0.010 | +0.85% | +6.16% | 430,319.1 | Retail - Defensive | |
ABBV | AbbVie Inc | 75,934 | 12,271.8 | -2.44% | 2.210 | -0.05% | 0.000 | +10.96% | +10.33% | 339,944.3 | Drug Manufacturers |
Autus Asset Management, LLC's Historical Top Holdings Breakdowns
Autus Asset Management, LLC Total Holding History ($B)
Autus Asset Management, LLC's Asset Allocation
Autus Asset Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Autus Asset Management, LLC's Hypothetical Growth since 2022-12-31
Autus Asset Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Autus Asset Management, LLC's Holdings Heat Map
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Autus Asset Management, LLC's Holdings Bubble Chart
Autus Asset Management, LLC News
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