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
$4.09B
AUM Growth
+$301M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$212K

Top Sells

1
+$2.69M
2
+$1.83M

Sector Composition

1 Financials 7.58%
2 Industrials 6.18%
3 Communication Services 4.87%
4 Consumer Staples 3.89%
5 Technology 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$37.5M 0.92%
130,000
27
$35.9M 0.88%
635,018
28
$32.3M 0.79%
514,500
29
$32M 0.78%
125,661
30
$31.4M 0.77%
589,140
31
$29.8M 0.73%
346,000
32
$29.1M 0.71%
1,000,000
33
$28.6M 0.7%
625,000
34
$27.5M 0.67%
80,700
-7,900
35
$26.6M 0.65%
300,000
36
$26.1M 0.64%
584,048
37
$23.2M 0.57%
322,300
38
$22.9M 0.56%
94,855
39
$20.8M 0.51%
655,650
40
$20.7M 0.51%
360,000
41
$20.6M 0.5%
426,900
+422,255
42
$18.5M 0.45%
525,731
43
$16.9M 0.41%
189,877
44
$15.7M 0.38%
167,551
45
$14.6M 0.36%
65,000
46
$13.3M 0.33%
110,000
47
$12.3M 0.3%
288,000
48
$12M 0.29%
650,000
49
$11.5M 0.28%
490,408
50
$10.9M 0.27%
135,100
1
2
3 4 5