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
$3.78B
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
1
$630M 16.65%
17,576,000
+6,110,000
2
$319M 8.44%
2,767,880
3
$298M 7.87%
8,353,000
4
$218M 5.76%
1,194,100
5
$216M 5.7%
3,963,000
6
$177M 4.67%
4,197,400
7
$162M 4.28%
2,412,000
8
$99M 2.62%
156
9
$88.4M 2.34%
580,800
10
$88.2M 2.33%
629,833
11
$87.6M 2.32%
724,200
12
$83.5M 2.21%
2,050,000
13
$82.7M 2.19%
170,300
14
$78.2M 2.07%
864,000
15
$64.6M 1.71%
358,300
16
$57.6M 1.52%
329,278
17
$55.6M 1.47%
1,040,000
18
$54.7M 1.45%
1,310,716
19
$52.5M 1.39%
1,045,750
20
$49.5M 1.31%
312,760
21
$45.8M 1.21%
1,750,000
22
$45.2M 1.2%
107,545
23
$37.6M 0.99%
423,970
-24,398
24
$36.8M 0.97%
635,018
25
$33.7M 0.89%
130,000