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
$3.08B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$7.78M
3
+$5.78M
4
DELL icon
Dell
DELL
+$224K

Top Sells

1
+$384K

Sector Composition

1 Financials 6.96%
2 Industrials 5.39%
3 Consumer Staples 4.97%
4 Communication Services 4.41%
5 Healthcare 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$373K 0.01%
10,033
102
$363K 0.01%
1,959
103
$349K 0.01%
7,033
104
$339K 0.01%
630
105
$338K 0.01%
1,736
106
$325K 0.01%
5,772
107
$324K 0.01%
933
108
$270K 0.01%
5,400
109
$263K 0.01%
1,827
110
$224K 0.01%
+4,147
111
$221K 0.01%
8,066
112
$209K 0.01%
1,022
113
$208K 0.01%
15,700
114
$173K 0.01%
10,200
115
$146K ﹤0.01%
11,000
116
– –
-11,200
1 2 3 4
5