AOI

Auto-Owners Insurance Portfolio holdings

AUM $3.87B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.9B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M

Top Sells

1
+$13.5M

Sector Composition

1 Financials 6.23%
2 Industrials 5.38%
3 Consumer Staples 5.31%
4 Communication Services 3.81%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.8M 1.06%
589,140
27
$29.1M 1%
346,000
28
$25.9M 0.89%
1,000,000
29
$25.6M 0.88%
514,500
30
$25.2M 0.87%
130,000
31
$24.1M 0.83%
300,000
32
$23.7M 0.82%
635,018
33
$23.5M 0.81%
94,855
34
$21.8M 0.75%
584,048
35
$20.3M 0.7%
80,700
36
$20.3M 0.7%
525,731
37
$17.6M 0.61%
360,000
38
$17.4M 0.6%
655,650
39
$16.2M 0.56%
450,000
40
$16M 0.55%
490,408
41
$14.6M 0.5%
322,300
42
$13.7M 0.47%
+167,551
43
$13.6M 0.47%
453,806
44
$10.9M 0.38%
65,000
45
$9.1M 0.31%
110,000
46
$9.05M 0.31%
143,882
47
$8.28M 0.29%
40,100
48
$6.83M 0.24%
179,110
49
$6.6M 0.23%
650,000
50
$6.37M 0.22%
33,598
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