IR
IAT Reinsurance Portfolio holdings
AUM
$445M
1-Year Return
2.45%
This Quarter Return
-31.7%
1 Year Return
-2.45%
3 Year Return
+1.09%
5 Year Return
+97.4%
10 Year Return
+147.3%
AUM
$353M
AUM Growth
-$195M
(-36%)
Cap. Flow
-$10.2M
Cap. Flow
% of AUM
-2.9%
Top 10 Holdings %
Top 10 Hldgs %
73.69%
Holding
94
New
7
Increased
4
Reduced
8
Closed
4
Top Buys
Top Sells
| 1 |
Amgen
AMGN
|
$10.1M |
| 2 |
Travelers Companies
TRV
|
$2.88M |
| 3 |
Jefferies Financial Group
JEF
|
$2.05M |
| 4 |
LM
Legg Mason, Inc.
LM
|
$1.71M |
| 5 |
Goldman Sachs
GS
|
$1.28M |
Sector Composition
| 1 | Materials | 33.79% |
| 2 | Financials | 20.98% |
| 3 | Real Estate | 9.3% |
| 4 | Industrials | 8.4% |
| 5 | Healthcare | 6.23% |