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
76
$950K 0.03%
8,358
77
$901K 0.02%
11,100
78
$881K 0.02%
2,975
79
$848K 0.02%
22,373
80
$831K 0.02%
3,600
81
$808K 0.02%
5,000
82
$784K 0.02%
3,915
83
$750K 0.02%
10,232
84
$743K 0.02%
12,787
85
$742K 0.02%
10,600
86
$716K 0.02%
9,400
87
$706K 0.02%
7,500
88
$691K 0.02%
3,900
89
$684K 0.02%
2,550
90
$635K 0.02%
6,393
91
$612K 0.02%
9,600
92
$528K 0.01%
10,500
93
$504K 0.01%
5,600
94
$498K 0.01%
4,095
95
$481K 0.01%
7,033
96
$473K 0.01%
4,147
97
$462K 0.01%
630
98
$451K 0.01%
5,657
99
$444K 0.01%
9,800
100
$422K 0.01%
1,959
1 2 3
4
5