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
$4.09B
AUM Growth
+$301M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$212K

Top Sells

1
+$2.69M
2
+$1.83M

Sector Composition

1 Financials 7.58%
2 Industrials 6.18%
3 Communication Services 4.87%
4 Consumer Staples 3.89%
5 Technology 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.8M 0.26%
120,000
52
$9.8M 0.24%
40,100
-7,500
53
$7.97M 0.2%
33,598
54
$7.27M 0.18%
179,110
55
$6.18M 0.15%
88,622
56
$5.95M 0.15%
21,000
57
$5.83M 0.14%
25,000
58
$5.41M 0.13%
19,950
59
$5.19M 0.13%
45,143
60
$4.52M 0.11%
26,109
61
$4.41M 0.11%
9,580
62
$3.68M 0.09%
336,111
63
$3.54M 0.09%
52,300
64
$3.22M 0.08%
50,875
65
$3.18M 0.08%
144,553
66
$3M 0.07%
8,293
67
$2.8M 0.07%
23,800
68
$2.76M 0.07%
16,187
69
$2.63M 0.06%
13,000
70
$2.59M 0.06%
4,190
71
$2.41M 0.06%
22,350
72
$1.68M 0.04%
12,300
73
$1.48M 0.04%
3,100
74
$1.33M 0.03%
7,839
75
$1.14M 0.03%
1,200
1 2
3
4 5