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
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$4.34M
3
+$4.24M
4
FTNT icon
Fortinet
FTNT
+$4M
5
SPLK
Splunk Inc
SPLK
+$3.83M

Top Sells

1
+$7.18M
2
+$5.56M
3
+$5.01M
4
OXY icon
Occidental Petroleum
OXY
+$4.38M
5
ADEA icon
Adeia
ADEA
+$4.28M

Sector Composition

1 Financials 15.59%
2 Technology 15.23%
3 Healthcare 14.98%
4 Communication Services 9.39%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.9M 0.62%
98,700
-4,000
52
$11.8M 0.62%
130,525
53
$11.8M 0.62%
161,585
54
$11.7M 0.62%
78,254
55
$11.6M 0.61%
444,360
-22,527
56
$11M 0.58%
139,670
57
$10.6M 0.56%
129,754
58
$10.2M 0.54%
161,095
+16,250
59
$9.73M 0.51%
201,900
60
$9.68M 0.51%
81,170
61
$9.41M 0.5%
509,155
+54,150
62
$9.37M 0.49%
240,785
+26,900
63
$9.33M 0.49%
192,560
64
$8.88M 0.47%
150,575
-4,500
65
$8.8M 0.46%
171,570
-4,000
66
$8.44M 0.44%
87,250
67
$8.32M 0.44%
135,250
68
$8.1M 0.43%
104,905
69
$8.04M 0.42%
72,880
-2,400
70
$7.99M 0.42%
153,835
-18,768
71
$7.97M 0.42%
75,698
72
$7.96M 0.42%
79,615
+11,750
73
$7.85M 0.41%
160,555
+24,300
74
$7.79M 0.41%
92,831
-1,950
75
$7.78M 0.41%
165,120
1 2
3
4 5