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
$1.55B
AUM Growth
-$373M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$6.01M
3
+$4.44M
4
PTON icon
Peloton Interactive
PTON
+$3.81M
5
UBER icon
Uber
UBER
+$3.58M

Top Sells

1
+$7.64M
2
+$5.83M
3
+$5.1M
4
TGT icon
Target
TGT
+$4.02M
5
MCD icon
McDonald's
MCD
+$2.47M

Sector Composition

1 Technology 23.73%
2 Healthcare 16.6%
3 Financials 12.53%
4 Communication Services 10.2%
5 Consumer Discretionary 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-13,325
302
– –
-2,880
303
– –
-4,675
304
– –
-3,419
305
– –
-4,825
306
– –
-5,400
307
– –
-6,350
308
– –
-11,550
309
– –
-38,540
9 10 11 12
13