SMI

Shelter Mutual Insurance Portfolio holdings

AUM $448M
1-Year Est. Return 16.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
-$3.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$227K
2 +$213K
3 +$212K
4
LIN icon
Linde
LIN
+$182K
5
WMT icon
Walmart Inc
WMT
+$159K

Sector Composition

1 Financials 16.45%
2 Industrials 15.14%
3 Consumer Staples 14.6%
4 Healthcare 11.68%
5 Technology 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$302K 0.09%
700
52
$21K 0.01%
+579