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
101
$421K 0.01%
10,033
102
$374K 0.01%
5,772
103
$367K 0.01%
933
104
$353K 0.01%
39,733
105
$343K 0.01%
1,736
106
$322K 0.01%
5,400
107
$317K 0.01%
2,390
108
$300K 0.01%
11,000
109
$251K 0.01%
1,022
110
$222K 0.01%
8,066
111
$221K 0.01%
+3,500
112
$205K 0.01%
23,527
113
$170K ﹤0.01%
10,200
1 2 3 4
5