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
201
$1.5M 0.08%
50,706
202
$1.42M 0.07%
13,781
203
$1.42M 0.07%
52,100
204
$1.41M 0.07%
18,180
205
$1.39M 0.07%
19,000
206
$1.38M 0.07%
26,360
207
$1.25M 0.07%
14,500
208
$1.23M 0.06%
25,194
209
$1.22M 0.06%
246,550
210
$1.2M 0.06%
4,140
211
$1.1M 0.06%
35,140
212
$1.06M 0.06%
26,350
213
$1.06M 0.06%
57,800
214
$1.02M 0.05%
24,450
215
$1.01M 0.05%
7,400
216
$976K 0.05%
10,850
217
$972K 0.05%
33,400
218
$968K 0.05%
20,000
219
$965K 0.05%
77,410
220
$949K 0.05%
16,200
221
$939K 0.05%
21,659
222
$915K 0.05%
49,475
223
$851K 0.04%
6,950
224
$834K 0.04%
32,600
225
$833K 0.04%
29,000
7 8
9
10 11