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
$1.9B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.89M
3
+$4.81M
4
AWK icon
American Water Works
AWK
+$3.4M
5
EVRG icon
Evergy
EVRG
+$3.1M

Top Sells

1
+$26.8M
2
+$12.4M
3
+$10.8M
4
MO icon
Altria Group
MO
+$8.02M
5
FTNT icon
Fortinet
FTNT
+$7.87M

Sector Composition

1 Technology 19.93%
2 Healthcare 16.02%
3 Financials 13.02%
4 Consumer Discretionary 10.01%
5 Communication Services 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$507K 0.03%
13,983
252
$500K 0.03%
116,250
253
$499K 0.03%
3,025
254
$493K 0.03%
86,225
255
$489K 0.03%
11,200
256
$442K 0.02%
1,425
257
$441K 0.02%
9,200
258
$440K 0.02%
14,952
259
$439K 0.02%
66,459
260
$435K 0.02%
21,650
261
$412K 0.02%
3,500
262
$404K 0.02%
31,075
263
$402K 0.02%
5,550
264
$386K 0.02%
27,050
265
$372K 0.02%
7,600
266
$370K 0.02%
4,400
267
$369K 0.02%
15,700
268
$367K 0.02%
19,031
269
$364K 0.02%
21,050
270
$359K 0.02%
9,375
271
$352K 0.02%
4,875
272
$348K 0.02%
60,716
273
$347K 0.02%
10,559
274
$344K 0.02%
9,025
275
$328K 0.02%
27,120
9 10
11
12 13