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
$4.09B
AUM Growth
+$301M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$212K

Top Sells

1
+$2.69M
2
+$1.83M

Sector Composition

1 Financials 7.58%
2 Industrials 6.18%
3 Communication Services 4.87%
4 Consumer Staples 3.89%
5 Technology 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$439K 0.01%
9,800
102
$435K 0.01%
5,400
103
$432K 0.01%
1,959
104
$430K 0.01%
48,000
105
$412K 0.01%
2,390
106
$400K 0.01%
1,736
107
$398K 0.01%
39,733
108
$356K 0.01%
5,657
109
$343K 0.01%
4,350
110
$325K 0.01%
11,000
111
$292K 0.01%
10,500
112
$252K 0.01%
1,022
113
$219K 0.01%
3,500
114
$212K 0.01%
+8,066
115
$203K 0.01%
10,200
116
$194K ﹤0.01%
23,527
1 2 3 4
5