AOI

Auto-Owners Insurance Portfolio holdings

AUM $4.48B
1-Year Est. Return 15.75%
This Quarter Est. Return
1 Year Est. Return
+15.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.3B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$9.9M
3
+$2.23M
4
AVGO icon
Broadcom
AVGO
+$267K

Top Sells

1
+$16M
2
+$3.26M
3
+$2.4M
4
FCNCA icon
First Citizens BancShares
FCNCA
+$1.58M
5
GNRC icon
Generac Holdings
GNRC
+$1.2M

Sector Composition

1 Financials 7.18%
2 Industrials 5.3%
3 Consumer Staples 4.54%
4 Communication Services 4.41%
5 Technology 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$31.3M 0.95%
635,018
27
$29.8M 0.9%
589,140
28
$29.4M 0.89%
130,000
29
$28.4M 0.86%
300,000
30
$27.7M 0.84%
514,500
31
$27.1M 0.82%
625,000
32
$26.8M 0.81%
318,319
33
$26.4M 0.8%
1,000,000
34
$24.6M 0.75%
490,408
35
$24.6M 0.74%
80,700
36
$23.4M 0.71%
584,048
37
$23.1M 0.7%
94,855
38
$20.3M 0.61%
655,650
39
$19.4M 0.59%
525,731
40
$18.2M 0.55%
360,000
41
$16.8M 0.51%
322,300
42
$14.6M 0.44%
189,877
43
$13M 0.39%
167,551
44
$12.2M 0.37%
65,000
45
$12.1M 0.36%
650,000
46
$11.4M 0.35%
110,000
47
$11.1M 0.34%
40,100
48
$10.6M 0.32%
288,000
49
$10.1M 0.31%
120,000
50
$7.55M 0.23%
135,100
-8,782
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