ANI
American National Insurance Portfolio holdings
AUM
$370M
1-Year Return
20.18%
This Quarter Return
+14.51%
1 Year Return
+20.18%
3 Year Return
+97.41%
5 Year Return
+155.71%
10 Year Return
–
AUM
$1.9B
AUM Growth
+$193M
(+11%)
Cap. Flow
-$42.6M
Cap. Flow
% of AUM
-2.24%
Top 10 Holdings %
Top 10 Hldgs %
21.61%
Holding
335
New
9
Increased
1
Reduced
8
Closed
2
Top Buys
| 1 |
Exelon
EXC
|
+$5.11M |
| 2 |
Align Technology
ALGN
|
+$4.89M |
| 3 |
Insulet
PODD
|
+$4.81M |
| 4 |
American Water Works
AWK
|
+$3.4M |
| 5 |
Evergy
EVRG
|
+$3.1M |
Top Sells
| 1 |
Boeing
BA
|
+$26.8M |
| 2 |
Home Depot
HD
|
+$12.4M |
| 3 |
Lowe's Companies
LOW
|
+$10.8M |
| 4 |
Altria Group
MO
|
+$8.02M |
| 5 |
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% |
