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
$3.78B
AUM Growth
+$479M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$219M
2
+$221K

Top Sells

1
+$2.16M

Sector Composition

1 Financials 7.1%
2 Industrials 5.25%
3 Communication Services 4.62%
4 Consumer Staples 4.08%
5 Technology 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.68M 0.2%
33,598
52
$6.48M 0.17%
179,110
53
$5.46M 0.14%
21,000
54
$4.54M 0.12%
19,950
55
$4.37M 0.12%
45,143
56
$4.29M 0.11%
25,000
57
$4.24M 0.11%
26,109
58
$4.03M 0.11%
9,580
59
$4M 0.11%
336,111
60
$3.31M 0.09%
52,300
61
$3.07M 0.08%
50,875
62
$2.97M 0.08%
8,293
63
$2.95M 0.08%
22,350
64
$2.68M 0.07%
13,000
65
$2.62M 0.07%
23,800
66
$2.54M 0.07%
144,553
67
$2.44M 0.06%
4,190
68
$2.03M 0.05%
16,187
69
$1.83M 0.05%
12,300
70
$1.44M 0.04%
3,100
71
$1.33M 0.04%
7,839
72
$1.04M 0.03%
48,000
73
$1M 0.03%
1,200
74
$963K 0.03%
7,300
75
$961K 0.03%
2,301
1 2
3
4 5