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
$1.34B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$25.2M
3
+$25M
4
MSFT icon
Microsoft
MSFT
+$23.6M
5
GE icon
GE Aerospace
GE
+$23.3M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.59%
2 Financials 14.34%
3 Technology 14.13%
4 Energy 10.89%
5 Consumer Staples 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.4M 2.56%
+380,725
2
$25.2M 1.88%
+213,086
3
$25M 1.86%
+1,764,700
4
$23.6M 1.76%
+684,048
5
$23.3M 1.74%
+209,580
6
$22.4M 1.67%
+1,022,819
7
$21.4M 1.6%
+278,100
8
$19.5M 1.45%
+226,925
9
$18M 1.35%
+341,907
10
$17.1M 1.27%
+270,900
11
$15.5M 1.16%
+584,574
12
$15.3M 1.14%
+571,343
13
$15.1M 1.13%
+624,400
14
$14.8M 1.11%
+359,393
15
$14.7M 1.1%
+189,900
16
$14.6M 1.08%
+289,150
17
$13.6M 1.01%
+265,525
18
$13.5M 1.01%
+440,300
19
$13.5M 1.01%
+131,800
20
$13.4M 1%
+550,700
21
$13.1M 0.97%
+179,025
22
$12.9M 0.96%
+220,710
23
$12.8M 0.96%
+160,751
24
$12.3M 0.92%
+201,750
25
$12.1M 0.9%
+487,200
1
2 3 4 5