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
51
$4.65M 0.16%
16,293
52
$4.29M 0.15%
21,000
53
$4.15M 0.14%
45,143
54
$4.12M 0.14%
25,000
55
$3.88M 0.13%
26,109
56
$3.29M 0.11%
19,950
57
$3.11M 0.11%
52,300
58
$3.05M 0.11%
50,875
59
$2.96M 0.1%
9,580
60
$2.89M 0.1%
22,350
61
$2.78M 0.1%
144,553
62
$2.42M 0.08%
23,800
63
$2.41M 0.08%
4,190
64
$2.39M 0.08%
12,300
65
$1.66M 0.06%
48,000
66
$1.6M 0.06%
13,000
67
$1.5M 0.05%
16,187
68
$1.32M 0.05%
15,000
69
$1.24M 0.04%
5,100
70
$1.19M 0.04%
11,000
71
$1.11M 0.04%
1,145
72
$1.1M 0.04%
3,100
73
$1M 0.03%
7,839
74
$934K 0.03%
9,400
75
$878K 0.03%
58,167
1 2
3
4 5