AOI
Auto-Owners Insurance Portfolio holdings
AUM
$4.48B
This Quarter Return
+10.7%
1 Year Return
+15.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$3.3B
AUM Growth
+$3.3B
(+10%)
Cap. Flow
+$2.97M
Cap. Flow
% of AUM
0.09%
Top 10 Holdings %
Top 10 Hldgs %
58.24%
Holding
117
New
1
Increased
3
Reduced
5
Closed
5
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$17.3M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$9.9M |
| 3 |
3M
MMM
|
$2.23M |
| 4 |
Broadcom
AVGO
|
$267K |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$16M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$3.26M |
| 3 |
Stryker
SYK
|
$2.4M |
| 4 |
First Citizens BancShares
FCNCA
|
$1.58M |
| 5 |
Generac Holdings
GNRC
|
$1.2M |
Sector Composition
| 1 | Financials | 7.18% |
| 2 | Industrials | 5.3% |
| 3 | Consumer Staples | 4.54% |
| 4 | Communication Services | 4.41% |
| 5 | Technology | 3.56% |
