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
$3.79B
AUM Growth
+$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$4.69M
3
+$2.47M
4
WDAY icon
Workday
WDAY
+$1.68M
5
AMSF icon
AMERISAFE
AMSF
+$204K

Top Sells

1
+$20.2M
2
+$7.1M
3
+$222K

Sector Composition

1 Financials 6.93%
2 Industrials 5.42%
3 Communication Services 5.18%
4 Consumer Staples 3.88%
5 Technology 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.79M 0.21%
135,100
52
$7.33M 0.19%
33,598
53
$6.37M 0.17%
179,110
54
$5.62M 0.15%
21,000
55
$5.27M 0.14%
25,000
56
$4.81M 0.13%
45,143
57
$4.69M 0.12%
+88,622
58
$4.62M 0.12%
19,950
59
$4.31M 0.11%
26,109
60
$3.98M 0.11%
336,111
61
$3.9M 0.1%
9,580
62
$3.22M 0.09%
52,300
63
$3.07M 0.08%
13,000
64
$2.82M 0.07%
8,293
65
$2.8M 0.07%
50,875
66
$2.76M 0.07%
144,553
67
$2.59M 0.07%
23,800
68
$2.43M 0.06%
22,350
69
$2.32M 0.06%
4,190
70
$2.29M 0.06%
16,187
71
$1.68M 0.04%
12,300
72
$1.56M 0.04%
7,839
73
$1.36M 0.04%
3,100
74
$1.04M 0.03%
2,301
75
$945K 0.03%
1,200
1 2
3
4 5