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
$2.99B
AUM Growth
-$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.22%
2 Industrials 5.19%
3 Communication Services 4.84%
4 Consumer Staples 4.74%
5 Technology 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.35M 0.21%
33,598
52
$5.94M 0.2%
179,110
53
$4.6M 0.15%
45,143
54
$4.46M 0.15%
21,000
55
$4.45M 0.15%
16,293
56
$4.28M 0.14%
25,000
57
$4.25M 0.14%
+336,111
58
$3.81M 0.13%
26,109
59
$3.36M 0.11%
9,580
60
$3.07M 0.1%
50,875
61
$2.98M 0.1%
19,950
62
$2.95M 0.1%
52,300
63
$2.51M 0.08%
22,350
64
$2.35M 0.08%
23,800
65
$2.17M 0.07%
144,553
66
$2.12M 0.07%
4,190
67
$1.92M 0.06%
12,300
68
$1.8M 0.06%
13,000
69
$1.71M 0.06%
16,187
70
$1.58M 0.05%
1,145
71
$1.2M 0.04%
11,000
72
$1.17M 0.04%
5,100
73
$1.15M 0.04%
3,100
74
$1.07M 0.04%
48,000
75
$871K 0.03%
7,839
1 2
3
4 5