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Saturna Capital Corporation
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CRD # | 25586 |
SEC # | 801-35428 |
CIK # | 0001316617 |
AUM | $5.2 BB (2022-11-21) |
Employees | 73 (16% Investors, 82% Brokers) |
Phone | 360-734-9900 |
Address | 1300 N State St Bellingham, WA 98225-4730 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
Total AUM ($BB) |
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CIK | Period |
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0001316617 | |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
Apple Inc | 2,382.8 | 0.4 | |
Lilly Eli & Co | 301.8 | 0.3 | |
ASML Holding NV | 197.4 | 0.2 | |
Microsoft Corp | 1,918.2 | 0.2 | |
Taiwan Semiconductor Manufacturing Co Ltd | 437.4 | 0.2 | |
Novo Nordisk A S | 245.3 | 0.2 | |
Intuit Inc | 109.0 | 0.1 | |
Adobe Systems Inc | 172.8 | 0.1 | |
Agilent Technologies Inc | 35.0 | 0.1 | |
Amgen Inc | 130.1 | 0.1 | |
Cisco Systems Inc | 178.3 | 0.1 | |
Estee Lauder Companies Inc | 92.0 | 0.1 | |
Tyco International Ltd /Ber/ | 33.7 | 0.1 | |
Church & Dwight Co Inc /DE/ | 22.1 | 0.1 | |
TJX Companies Inc /DE/ | 67.3 | 0.1 | |
Advanced Micro Devices Inc | 131.5 | 0.1 | |
Motorola Inc | 35.2 | 0.1 | |
Stryker Corp | 74.8 | 0.1 | |
Rockwell Automation Inc | 23.0 | 0.1 | |
Lowes Companies Inc | 111.7 | 0.1 | |
Johnson & Johnson | 465.6 | 0.1 | |
Trimble Navigation Ltd /CA/ | 14.8 | 0.1 | |
Keysight Technologies Inc | 25.0 | 0.1 | |
Lululemon Athletica Inc | 35.6 | 0.1 | |
Illinois Tool Works Inc | 57.0 | 0.1 | |
Alphabet Inc | 1,475.1 | 0.1 | |
Astrazeneca PLC | 204.3 | 0.1 | |
Corteva Inc | 39.3 | 0.1 | |
Ingersoll-Rand PLC | 30.1 | 0.1 | |
Oracle Corp | 182.8 | 0.1 | Prev | Page 1 | Next |
AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 30 | 0.0 |
(b) Individuals (high net worth individuals) | 32 | 0.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 2 | 4.9 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 4 | 0.1 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 9 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 117 | 5.2 |
By Discretionary | ||
Discretionary | 117 | 5.2 |
Non-Discretionary | 0 | 0.0 |
Total | 117 | 5.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 5.1 | |
Total | 117 | 5.2 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001316617] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Mutual Advisors LLC
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WY | 5.3 |
BNY Mellon Securities Corporation
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|
NY | 5.3 |
Clear Investment Research LLC
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|
GA | 5.2 |
Congress Wealth Management LLC
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|
MA | 5.1 |
Kore Private Wealth LLC
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|
NY | 5.1 |
Foyston Gordon & Payne Inc
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|
5.1 | |
Wipfli Financial Advisors LLC
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|
WI | 5.1 |
Turim 21 Investimentos LTDA
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|
5.1 | |
Newedge Wealth LLC
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|
CT | 5.0 |
Geneva Capital Management LLC
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|
WI | 5.0 |