Autus Asset Management, LLC Purchases in Q4 2022

Autus Asset Management, LLC

  • $556 Million
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
499
+ 0.63%
$70.64 - $87.15 $35.2K - $43.5K
80.3K $0
CL
Colgate Palmolive CO

Consumer Defensive
190
+ 0.24%
$68.48 - $79.94 $13K - $15.2K
80.3K $0
TTC
Toro CO

Industrials
2.18K
+ 4.96%
$88.59 - $114.74 $193K - $250K
46.1K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
500
+ 3.57%
$327.64 - $374.54 $164K - $187K
14.5K $0
IVV
Ishares Core S&P 500 ETF

ETFs
3.56K
+ 51.33%
$357.98 - $409.32 $1.27M - $1.46M
10.5K $0
MTN
Vail Resorts Inc

Consumer Cyclical
396
+ 2.7%
$207.67 - $266.88 $82.2K - $106K
15.1K $0
JNJ
Johnson & Johnson

Healthcare
400
+ 2.42%
$160.2 - $179.79 $64.1K - $71.9K
16.9K $0
MKL
Markel Corp

Financial Services
38
+ 2.22%
$1120.45 - $1344.96 $42.6K - $51.1K
1.75K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5K
+ 117.66%
$44.74 - $257.0 $224K - $1.29M
9.26K $0
MCO
Moodys Corp

Financial Services
5.06K
New
$235.25 - $310.37 $1.19M - $1.57M
5.06K $0
KO
Coca Cola CO

Consumer Defensive
419
+ 2.5%
$54.39 - $64.37 $22.8K - $27K
17.2K $0
VIG
Vanguard Dividend Appreciation

ETFs
24
+ 0.36%
$144.84 - $158.71 $3.48K - $3.81K
6.73K $0
MUB
Ishares National Muni Bond ETF

ETFs
26
+ 0.3%
$101.51 - $106.72 $2.64K - $2.77K
8.65K $0
VOX
Vanguard Communication Service

ETFs
37
+ 0.48%
$78.66 - $89.33 $2.91K - $3.31K
7.83K $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
33
+ 0.4%
$74.07 - $75.87 $2.44K - $2.5K
8.26K $0
VFMV
Vanguard Wellington Fd

ETFs
400
+ 7.55%
$89.6 - $102.86 $35.8K - $41.1K
5.7K $0
GIS
General Mills Inc

Consumer Defensive
354
+ 5.73%
$74.97 - $87.56 $26.5K - $31K
6.54K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.77K
+ 77.52%
$96.14 - $113.15 $170K - $200K
4.05K $0
GLD
Spdr Gold Trust

ETFs
134
+ 5.97%
$151.45 - $169.67 $20.3K - $22.7K
2.38K $0
SLB
Schlumberger Limited

Energy
1
+ 0.01%
$38.3 - $54.82 $38.3 - $54.8
7.48K $0
EFA
Ishares Tr Msci Eafe ETF

ETFs
173
+ 2.97%
$55.71 - $67.79 $9.64K - $11.7K
5.99K $0
CMI
Cummins Inc

Industrials
160
+ 13.69%
$209.59 - $251.44 $33.5K - $40.2K
1.33K $0
AMGN
Amgen Inc

Healthcare
992
New
$229.03 - $291.01 $227K - $289K
992 $0
INTC
Intel Corp

Technology
4
+ 0.04%
$25.04 - $30.71 $100 - $123
9.41K $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
195
+ 6.11%
$69.38 - $73.88 $13.5K - $14.4K
3.38K $0
CSCO
Cisco Systems, Inc.

Technology
4.87K
New
$39.58 - $49.97 $193K - $243K
4.87K $0
PFE
Pfizer Inc

Healthcare
4.27K
New
$41.75 - $54.5 $178K - $232K
4.27K $0
LMT
Lockheed Martin Corp

Industrials
442
New
$389.41 - $496.3 $172K - $219K
442 $0
COP
Conocophillips

Energy
1.8K
New
$109.97 - $135.25 $198K - $243K
1.8K $0
ORCL
Oracle Corp

Technology
2.55K
New
$62.41 - $84.15 $159K - $215K
2.55K $0
CLX
Clorox CO

Consumer Defensive
1.44K
New
$125.76 - $150.99 $181K - $218K
1.44K $0
Activity Summary
Buys All Purchases 32 New Holdings 8 Increased Positions 24 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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