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
$2.9B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M

Top Sells

1
+$13.5M

Sector Composition

1 Financials 6.23%
2 Industrials 5.38%
3 Consumer Staples 5.31%
4 Communication Services 3.81%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$857K 0.03%
11,100
77
$846K 0.03%
8,358
78
$803K 0.03%
1,200
79
$777K 0.03%
7,300
80
$753K 0.03%
2,301
81
$739K 0.03%
10,600
82
$734K 0.03%
2,975
83
$659K 0.02%
9,600
84
$659K 0.02%
7,500
85
$640K 0.02%
22,373
86
$636K 0.02%
5,000
87
$623K 0.02%
10,232
88
$596K 0.02%
3,600
89
$593K 0.02%
242,100
90
$593K 0.02%
3,900
91
$585K 0.02%
12,787
92
$540K 0.02%
6,393
93
$510K 0.02%
3,915
94
$499K 0.02%
10,500
95
$451K 0.02%
4,095
96
$438K 0.02%
39,733
97
$421K 0.01%
5,600
98
$420K 0.01%
5,657
99
$390K 0.01%
10,033
100
$384K 0.01%
11,200
1 2 3
4
5