ANI
American National Insurance Portfolio holdings
AUM
$370M
1-Year Return
20.18%
This Quarter Return
+14.72%
1 Year Return
+20.18%
3 Year Return
+97.41%
5 Year Return
+155.71%
10 Year Return
–
AUM
$2.34B
AUM Growth
+$264M
(+13%)
Cap. Flow
-$1.41M
Cap. Flow
% of AUM
-0.06%
Top 10 Holdings %
Top 10 Hldgs %
26.82%
Holding
349
New
9
Increased
3
Reduced
19
Closed
3
Top Buys
| 1 |
3M
MMM
|
+$6.79M |
| 2 |
Intercontinental Exchange
ICE
|
+$5.05M |
| 3 |
Carlyle Group
CG
|
+$4.72M |
| 4 |
Teladoc Health
TDOC
|
+$4.67M |
| 5 |
Enterprise Products Partners
EPD
|
+$4.28M |
Top Sells
| 1 |
Danaher
DHR
|
+$5.74M |
| 2 |
Marsh & McLennan
MMC
|
+$5.22M |
| 3 |
McCormick & Company Non-Voting
MKC
|
+$5.06M |
| 4 |
Arthur J. Gallagher & Co
AJG
|
+$4.83M |
| 5 |
Church & Dwight Co
CHD
|
+$4.66M |
Sector Composition
| 1 | Technology | 25.16% |
| 2 | Healthcare | 15.29% |
| 3 | Financials | 12.47% |
| 4 | Consumer Discretionary | 10.92% |
| 5 | Communication Services | 10.3% |
