ANI

American National Insurance Portfolio holdings

AUM $370M
1-Year Est. Return 20.18%
This Quarter Est. Return
1 Year Est. Return
+20.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
+$382M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.95M
3
+$4.43M
4
ZS icon
Zscaler
ZS
+$4.2M
5
CRWD icon
CrowdStrike
CRWD
+$4.15M

Top Sells

1
+$4.13M
2
+$4.1M
3
+$203K
4
PHG icon
Philips
PHG
+$8.07K

Sector Composition

1 Technology 25.41%
2 Healthcare 16.1%
3 Financials 12.15%
4 Consumer Discretionary 10.3%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$863K 0.04%
36,825
227
$853K 0.04%
6,000
228
$825K 0.04%
29,940
229
$823K 0.04%
27,675
+18,650
230
$816K 0.04%
24,950
231
$791K 0.04%
11,222
232
$766K 0.04%
15,925
233
$765K 0.04%
11,186
234
$751K 0.04%
11,925
235
$731K 0.04%
52,200
236
$724K 0.04%
19,000
237
$710K 0.04%
+65,960
238
$706K 0.04%
31,275
239
$705K 0.04%
6,650
240
$691K 0.04%
3,500
241
$684K 0.04%
+10,250
242
$647K 0.03%
30,700
243
$632K 0.03%
63,050
+49,550
244
$609K 0.03%
16,900
245
$597K 0.03%
+8,300
246
$596K 0.03%
51,838
247
$594K 0.03%
14,600
248
$589K 0.03%
+18,466
249
$583K 0.03%
13,605
250
$578K 0.03%
+35,920
8 9
10
11 12