Shifting Portfolios: Autus Asset Management, LLC Q3 2022 vs. Q4 2022

As the year comes to a close, it's natural to reflect on the past year's events - and that includes market performance. Autus Asset Management, LLC has just released its Q3 2022 vs. Q4 2022 13F Holdings Comparison, and the results are in. Let's take a deeper look at some of the notable changes in their portfolio.

Apple Inc Takes a Hit

Apple Inc saw a significant decrease in holdings, with Autus Asset Management, LLC holding 132,775 shares in Q3 2022 and only 128,610 shares in Q4 2022. This is a decrease of 8.9%. It's important to note that while a decrease in holdings may seem concerning, it's not necessarily an indication of the company's financial health. It's crucial to examine other factors, including market trends and company news, to get a more comprehensive understanding.

Vanguard Tax-Managed FDS and Vanguard Index FDS Holdings

Both Vanguard Tax-Managed FDS and Vanguard Index FDS saw decreases in holdings, with Autus Asset Management, LLC holding 465,788 shares and 176,175 shares, respectively, in Q3 2022. However, in Q4 2022, those numbers decreased to 438,309 shares and 172,389 shares, respectively. While the percentage change may seem alarming, it's essential to remember that shifts in holdings are normal, and there may be several reasons for them, including market conditions and portfolio rebalancing.

Chevron Corp New and Vanguard Scottsdale FDS

Autus Asset Management, LLC increased its holdings in both Chevron Corp New and Vanguard Scottsdale FDS. In Q3 2022, the company held 74,885 and 224,920 shares, respectively. In Q4 2022, those numbers increased to 74,801 shares and 221,796 shares, respectively. Chevron Corp New saw a slight decrease of 0.1%, while Vanguard Scottsdale FDS experienced an even smaller decrease of 1%. Holding onto shares of these companies indicates that Autus Asset Management, LLC may have confidence in their long-term potential.

Closing Thoughts

In conclusion, reviewing changes in holdings can provide insight into a company's portfolio management. Autus Asset Management, LLC's Q3 2022 vs. Q4 2022 13F Holdings Comparison showcases fluctuations in holdings for several companies, including both increases and decreases. However, it's important to remember that these changes are normal and may not necessarily indicate a company's financial health. It's crucial to examine other factors, including market trends and company-specific news, before making any investment decisions.