Top 50 Autus Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | 5.69% | 172.4K | $31.6M | -2.15%(-3.79K) | โ | 2022-12-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.31% | 438.3K | $18.4M | -5.90%(-27.48K) | โ | 2022-12-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.09% | 221.8K | $17.2M | -1.39%(-3.12K) | โ | 2022-12-31 | |
| AAPL | APPLE INC | 3.01% | 128.6K | $16.7M | -3.14%(-4.17K) | โ | 2022-12-31 | |
| CVX | CHEVRON CORP NEW | 2.42% | 74.8K | $13.4M | -0.11%(-84) | โ | 2022-12-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.41% | 178.0K | $13.4M | -5.76%(-10.88K) | โ | 2022-12-31 | |
| HYG | ISHARES TR | 2.33% | 175.8K | $12.9M | -1.97%(-3.54K) | โ | 2022-12-31 | |
| ACN | ACCENTURE PLC IRELAND | 2.3% | 47.9K | $12.8M | -2.52%(-1.24K) | โ | 2022-12-31 | |
| COST | COSTCO WHSL CORP NEW | 2.21% | 26.9K | $12.3M | -2.69%(-745) | โ | 2022-12-31 | |
| ABBV | ABBVIE INC | 2.21% | 75.9K | $12.3M | -2.44%(-1.90K) | โ | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Autus Asset Management, Llc reports $555.84M in US-listed equity holdings across 397 positions in its most recent 13F filing. Its largest disclosed positions are VB (5.7%), VEA (3.3%) and VCIT (3.1%). Figures reflect the Q4 2022 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Autus Asset Management, Llcโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1513865). View Autus Asset Management, Llcโs 13F filings on SEC