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
$3.08B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$7.78M
3
+$5.78M
4
DELL icon
Dell
DELL
+$224K

Top Sells

1
+$384K

Sector Composition

1 Financials 6.96%
2 Industrials 5.39%
3 Consumer Staples 4.97%
4 Communication Services 4.41%
5 Healthcare 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.68M 0.22%
33,598
52
$6.65M 0.22%
179,110
53
$4.97M 0.16%
16,293
54
$4.85M 0.16%
25,000
55
$4.63M 0.15%
21,000
56
$4.56M 0.15%
45,143
57
$3.96M 0.13%
26,109
58
$3.48M 0.11%
19,950
59
$3.27M 0.11%
9,580
60
$3.25M 0.11%
22,350
61
$3.15M 0.1%
50,875
62
$3.08M 0.1%
52,300
63
$2.4M 0.08%
23,800
64
$2.31M 0.07%
144,553
65
$2.2M 0.07%
12,300
66
$2.19M 0.07%
4,190
67
$1.93M 0.06%
16,187
68
$1.88M 0.06%
13,000
69
$1.64M 0.05%
11,000
70
$1.47M 0.05%
1,145
71
$1.37M 0.04%
48,000
72
$1.28M 0.04%
5,100
73
$1.18M 0.04%
3,100
74
$933K 0.03%
7,839
75
$911K 0.03%
8,358
1 2
3
4 5