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
201
$871K 0.06%
10,850
202
$871K 0.06%
24,950
203
$869K 0.06%
46,424
204
$849K 0.05%
123,995
205
$835K 0.05%
18,600
206
$833K 0.05%
6,000
207
$790K 0.05%
11,222
208
$757K 0.05%
22,150
209
$751K 0.05%
35,150
210
$742K 0.05%
22,672
211
$728K 0.05%
15,905
212
$724K 0.05%
21,227
213
$714K 0.05%
29,940
214
$702K 0.05%
20,000
215
$686K 0.04%
3,500
216
$679K 0.04%
15,925
217
$677K 0.04%
15,300
218
$649K 0.04%
11,925
219
$647K 0.04%
151,850
220
$621K 0.04%
21,227
221
$618K 0.04%
52,200
222
$614K 0.04%
11,186
223
$608K 0.04%
79,605
224
$608K 0.04%
30,700
225
$603K 0.04%
13,605
7 8
9
10 11