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
51
$7.17M 0.22%
33,598
52
$6.45M 0.2%
179,110
53
$4.98M 0.15%
21,000
54
$4.81M 0.15%
25,000
55
$4.56M 0.14%
45,143
56
$4.44M 0.13%
336,111
57
$3.83M 0.12%
26,109
58
$3.74M 0.11%
19,950
59
$3.42M 0.1%
9,580
60
$3.29M 0.1%
50,875
61
$3.24M 0.1%
52,300
62
$2.72M 0.08%
22,350
63
$2.48M 0.08%
8,293
-8,000
64
$2.43M 0.07%
23,800
65
$2.43M 0.07%
144,553
66
$2.22M 0.07%
4,190
67
$2.11M 0.06%
13,000
68
$1.93M 0.06%
12,300
69
$1.71M 0.05%
16,187
70
$1.27M 0.04%
3,100
71
$1.25M 0.04%
48,000
72
$1.13M 0.03%
7,839
73
$974K 0.03%
1,200
74
$920K 0.03%
8,358
75
$888K 0.03%
2,301
1 2
3
4 5