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
76
$1.14M 0.03%
2,301
77
$1.04M 0.03%
9,400
78
$1.03M 0.03%
12,787
79
$953K 0.02%
8,358
80
$924K 0.02%
5,000
81
$919K 0.02%
3,600
82
$888K 0.02%
22,373
83
$866K 0.02%
11,100
84
$862K 0.02%
2,975
85
$829K 0.02%
7,300
86
$826K 0.02%
3,915
87
$790K 0.02%
10,232
88
$782K 0.02%
7,500
89
$781K 0.02%
10,600
90
$748K 0.02%
3,900
91
$705K 0.02%
7,033
92
$683K 0.02%
9,600
93
$668K 0.02%
2,550
94
$664K 0.02%
6,393
95
$581K 0.01%
5,600
96
$559K 0.01%
630
97
$538K 0.01%
4,095
98
$492K 0.01%
4,147
99
$451K 0.01%
10,033
100
$443K 0.01%
933
1 2 3
4
5