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
101
$375K 0.01%
1,959
102
$359K 0.01%
9,800
103
$342K 0.01%
1,736
104
$313K 0.01%
630
105
$298K 0.01%
7,033
106
$297K 0.01%
5,772
107
$286K 0.01%
933
108
$275K 0.01%
5,400
109
$243K 0.01%
8,066
110
$232K 0.01%
15,700
111
$228K 0.01%
1,827
112
$206K 0.01%
1,022
113
$189K 0.01%
10,200
114
$144K 0.01%
11,000
1 2 3 4
5