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
$3.79B
AUM Growth
+$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$4.69M
3
+$2.47M
4
WDAY icon
Workday
WDAY
+$1.68M
5
AMSF icon
AMERISAFE
AMSF
+$204K

Top Sells

1
+$20.2M
2
+$7.1M
3
+$222K

Sector Composition

1 Financials 6.93%
2 Industrials 5.42%
3 Communication Services 5.18%
4 Consumer Staples 3.88%
5 Technology 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$414K 0.01%
10,033
102
$396K 0.01%
1,736
103
$393K 0.01%
933
104
$385K 0.01%
1,959
105
$384K 0.01%
2,390
106
$353K 0.01%
5,400
107
$352K 0.01%
39,733
108
$334K 0.01%
5,657
109
$322K 0.01%
4,350
110
$310K 0.01%
11,000
111
$231K 0.01%
1,022
112
$222K 0.01%
3,500
113
$204K 0.01%
+4,645
114
$175K ﹤0.01%
23,527
115
$170K ﹤0.01%
10,200
116
– –
-8,066
1 2 3 4
5