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
$2.99B
AUM Growth
-$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.22%
2 Industrials 5.19%
3 Communication Services 4.84%
4 Consumer Staples 4.74%
5 Technology 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$376K 0.01%
39,733
102
$356K 0.01%
630
103
$325K 0.01%
7,033
104
$325K 0.01%
10,033
105
$323K 0.01%
9,800
106
$323K 0.01%
5,772
107
$304K 0.01%
1,827
108
$304K 0.01%
1,736
109
$295K 0.01%
933
110
$286K 0.01%
4,147
111
$245K 0.01%
5,400
112
$237K 0.01%
15,700
113
$208K 0.01%
1,022
114
$202K 0.01%
8,066
115
$183K 0.01%
11,000
116
$148K 0.01%
10,200
1 2 3 4
5