Autus Asset Management as of Sept. 30, 2012
Portfolio Holdings for Autus Asset Management
Autus Asset Management holds 106 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Small-Cap ETF (VB) | 6.2 | $11M | 137k | 80.14 | |
| Accenture (ACN) | 3.2 | $5.6M | 80k | 70.03 | |
| Costco Wholesale Corporation (COST) | 3.1 | $5.5M | 55k | 100.15 | |
| McCormick & Company, Incorporated (MKC) | 3.1 | $5.5M | 88k | 62.04 | |
| Apple (AAPL) | 3.1 | $5.5M | 8.2k | 667.12 | |
| Vanguard Europe Pacific ETF (VEA) | 2.8 | $5.0M | 153k | 32.88 | |
| iShares Barclays TIPS Bond Fund (TIP) | 2.8 | $5.0M | 41k | 121.77 | |
| 2.5 | $4.4M | 5.8k | 754.45 | ||
| Donaldson Company (DCI) | 2.4 | $4.3M | 123k | 34.71 | |
| Schlumberger (SLB) | 2.3 | $4.1M | 57k | 72.33 | |
| Stericycle (SRCL) | 2.3 | $4.0M | 45k | 90.48 | |
| Novo Nordisk A/S (NVO) | 2.3 | $4.1M | 26k | 157.81 | |
| Baxter International (BAX) | 2.2 | $4.0M | 66k | 60.27 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 2.2 | $3.8M | 36k | 105.76 | |
| Consolidated Edison (ED) | 2.1 | $3.7M | 62k | 59.89 | |
| Intuit (INTU) | 2.0 | $3.6M | 61k | 58.88 | |
| MasterCard Incorporated (MA) | 2.0 | $3.5M | 7.8k | 451.46 | |
| Nike (NKE) | 2.0 | $3.5M | 37k | 94.90 | |
| C&j Energy Services | 1.9 | $3.4M | 169k | 19.90 | |
| Coach | 1.8 | $3.2M | 57k | 56.02 | |
| Illinois Tool Works (ITW) | 1.8 | $3.2M | 54k | 59.48 | |
| Johnson Controls | 1.7 | $3.1M | 112k | 27.40 | |
| Intrepid Potash | 1.7 | $3.0M | 140k | 21.48 | |
| Colgate-Palmolive Company (CL) | 1.7 | $3.0M | 28k | 107.22 | |
| Meridian Bioscience | 1.6 | $2.8M | 145k | 19.18 | |
| Vanguard Emerging Markets ETF (VWO) | 1.6 | $2.7M | 66k | 41.72 | |
| Pepsi (PEP) | 1.5 | $2.7M | 39k | 70.78 | |
| Vanguard REIT ETF (VNQ) | 1.5 | $2.6M | 40k | 64.98 | |
| C.R. Bard | 1.4 | $2.5M | 24k | 104.67 | |
| Berkshire Hathaway (BRK.B) | 1.4 | $2.5M | 28k | 88.20 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 1.4 | $2.4M | 30k | 80.33 | |
| Rollins (ROL) | 1.4 | $2.4M | 103k | 23.39 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 1.3 | $2.3M | 25k | 92.31 | |
| BlackRock | 1.3 | $2.2M | 13k | 178.28 | |
| Verizon Communications (VZ) | 1.2 | $2.1M | 46k | 44.94 | |
| Intuitive Surgical (ISRG) | 1.0 | $1.8M | 3.6k | 495.73 | |
| Walt Disney Company (DIS) | 1.0 | $1.8M | 34k | 52.28 | |
| Wisdomtree Tr em lcl debt (ELD) | 1.0 | $1.8M | 34k | 52.30 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.8 | $1.5M | 12k | 121.23 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.8 | $1.5M | 34k | 42.96 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.8 | $1.4M | 22k | 65.26 | |
| Allergan | 0.7 | $1.2M | 13k | 91.56 | |
| International Business Machines (IBM) | 0.7 | $1.2M | 5.8k | 207.38 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $1.1M | 12k | 91.49 | |
| Energy Transfer Partners | 0.6 | $1.1M | 26k | 42.58 | |
| SPDR S&P Biotech (XBI) | 0.6 | $1.1M | 12k | 93.45 | |
| WisdomTree Emerging Markets Eq (DEM) | 0.6 | $1.1M | 21k | 53.67 | |
| Coca-Cola Company (KO) | 0.6 | $1.0M | 27k | 37.93 | |
| Vanguard Total Bond Market ETF (BND) | 0.6 | $1.0M | 12k | 85.13 | |
| Ecolab (ECL) | 0.5 | $967k | 15k | 64.79 | |
| Procter & Gamble Company (PG) | 0.5 | $950k | 14k | 69.39 | |
| Arthur J. Gallagher & Co. (AJG) | 0.5 | $895k | 25k | 35.83 | |
| Clorox Company (CLX) | 0.5 | $881k | 12k | 72.05 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.5 | $892k | 11k | 81.42 | |
| Johnson & Johnson (JNJ) | 0.5 | $829k | 12k | 68.87 | |
| Wells Fargo & Company (WFC) | 0.5 | $831k | 24k | 34.53 | |
| iShares S&P 500 Index (IVV) | 0.5 | $809k | 5.6k | 144.34 | |
| Chevron Corporation (CVX) | 0.4 | $757k | 6.5k | 116.52 | |
| Southern Company (SO) | 0.4 | $716k | 16k | 46.10 | |
| Target Corporation (TGT) | 0.4 | $696k | 11k | 63.44 | |
| T. Rowe Price (TROW) | 0.4 | $668k | 11k | 63.29 | |
| Emerson Electric (EMR) | 0.4 | $683k | 14k | 48.30 | |
| Stryker Corporation (SYK) | 0.4 | $668k | 12k | 55.67 | |
| General Electric Company | 0.3 | $602k | 27k | 22.72 | |
| Vanguard Total Stock Market ETF (VTI) | 0.3 | $578k | 7.8k | 73.69 | |
| Schwab Strategic Tr sht tm us tres (SCHO) | 0.3 | $582k | 12k | 50.54 | |
| 3M Company (MMM) | 0.3 | $571k | 6.2k | 92.48 | |
| State Street Corporation (STT) | 0.3 | $545k | 13k | 41.98 | |
| Eca Marcellus Trust I (ECTM) | 0.3 | $538k | 28k | 19.39 | |
| DENTSPLY International | 0.3 | $489k | 13k | 38.17 | |
| Vanguard Mid-Cap ETF (VO) | 0.3 | $503k | 6.2k | 81.13 | |
| Waters Corporation (WAT) | 0.3 | $483k | 5.8k | 83.28 | |
| Apache Corporation | 0.3 | $455k | 5.3k | 86.42 | |
| Schwab Strategic Tr intrm trm (SCHR) | 0.3 | $465k | 8.5k | 54.42 | |
| iShares Russell 2000 Index (IWM) | 0.2 | $449k | 5.4k | 83.38 | |
| Teva Pharmaceutical Industries (TEVA) | 0.2 | $417k | 10k | 41.39 | |
| Becton, Dickinson and (BDX) | 0.2 | $412k | 5.2k | 78.63 | |
| W.W. Grainger (GWW) | 0.2 | $383k | 1.8k | 208.38 | |
| Harris Corporation | 0.2 | $390k | 7.6k | 51.25 | |
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.2 | $374k | 3.5k | 106.86 | |
| Laboratory Corp. of America Holdings | 0.2 | $358k | 3.9k | 92.51 | |
| ConocoPhillips (COP) | 0.2 | $329k | 5.8k | 57.11 | |
| L-3 Communications Holdings | 0.2 | $342k | 4.8k | 71.70 | |
| Canadian Natl Ry (CNI) | 0.2 | $318k | 3.6k | 88.33 | |
| McDonald's Corporation (MCD) | 0.2 | $325k | 3.5k | 91.70 | |
| SYSCO Corporation (SYY) | 0.2 | $314k | 10k | 31.30 | |
| Diageo (DEO) | 0.2 | $328k | 2.9k | 112.79 | |
| Oracle Corporation (ORCL) | 0.2 | $326k | 10k | 31.42 | |
| Estee Lauder Companies (EL) | 0.2 | $314k | 5.1k | 61.57 | |
| BP (BP) | 0.2 | $299k | 7.1k | 42.41 | |
| iShares Russell 3000 Index (IWV) | 0.2 | $304k | 3.6k | 84.75 | |
| iShares 2013 S&P AMT-Free Mun Ser ETF (MUAB) | 0.2 | $304k | 6.0k | 50.67 | |
| iShares 2015 S&P AMT-Free Mun Ser ETF | 0.2 | $293k | 5.5k | 53.27 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $290k | 7.0k | 41.32 | |
| Wal-Mart Stores (WMT) | 0.2 | $282k | 3.8k | 73.86 | |
| United Parcel Service (UPS) | 0.2 | $276k | 3.9k | 71.69 | |
| At&t (T) | 0.2 | $283k | 7.5k | 37.70 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.2 | $280k | 2.5k | 112.00 | |
| iShares 2014 S&P AMT-Free Mun Ser ETF | 0.2 | $284k | 5.5k | 51.64 | |
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $267k | 2.4k | 112.28 | |
| Intel Corporation (INTC) | 0.1 | $245k | 11k | 22.68 | |
| Devon Energy Corporation (DVN) | 0.1 | $231k | 3.8k | 60.39 | |
| Microsoft Corporation (MSFT) | 0.1 | $208k | 7.0k | 29.80 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $209k | 5.2k | 40.50 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $208k | 3.9k | 53.06 | |
| Ivanhoe Energy | 0.0 | $11k | 20k | 0.54 |