Autus Asset Management, LLC has filed its 13F form on January 23, 2023 for Q4 2022 where it was disclosed a total value porftolio of $556 Million distributed in 397 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $31.6M, Vanguard Ftse Developed Market with a value of $18.4M, Vanguard Intermediate Term Cor with a value of $17.2M, Apple Inc. with a value of $16.7M, and Chevron Corp with a value of $13.4M.

Examining the 13F form we can see an increase of $33.9M in the current position value, from $522M to 556M.

Below you can find more details about Autus Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $556 Million
ETFs: $189 Billion
Technology: $63.2 Billion
Healthcare: $58.6 Billion
Consumer Defensive: $52.5 Billion
Industrials: $50 Billion
Financial Services: $46.2 Billion
Consumer Cyclical: $36.2 Billion
Communication Services: $22.8 Billion
Other: $37.7 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 397
  • Current Value $556 Million
  • Prior Value $522 Million
  • Filing
  • Period Q4 2022
  • Filing Date January 23, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 8 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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