Autus Asset Management LLC

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Assets, Funds, Holdings

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Autus Asset Management LLC
CRD #118439
SEC #801-62176
CIK #0001513865
AUM
Employees 12 (75% Investors, 0% Brokers)
Phone480-348-1800
Address16435 North Scottsdale Road
Scottsdale, AZ 85254
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
1500120090060030002003201020172024
Sector Form 13F Holdings Value ($M)
Apple Inc 16.7
Chevron Corp 13.4
Accenture PLC 12.8
Costco Wholesale Corp /NEW 12.3
AbbVie Inc 12.3
Mastercard Inc 12.1
Abbott Laboratories 10.9
Alphabet Inc 10.6
Donaldson Co Inc 10.6
McCormick & Co Inc 10.2
View All
Holdings by Sector ($M)
100080060040020002011201520192024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,303 321.6
(b) Individuals (high net worth individuals) 1,099 1,060.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 4.7
(h) Charitable organizations 4 21.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 31.1
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2,407 1,438.9
By Discretionary
Discretionary 2,407 1,438.9
Non-Discretionary 0 0.0
Total 2,407 1,438.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,438.9
Total 2,407 1,438.9
EDGAR Form CIK 2011 - 2025
13F-HR [0001513865]
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