SMI

Shelter Mutual Insurance Portfolio holdings

AUM $446M
1-Year Est. Return 11.83%
This Quarter Est. Return
1 Year Est. Return
+11.83%
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 +$224K
2 +$214K
3 +$206K
4
LIN icon
Linde
LIN
+$176K
5
WMT icon
Walmart
WMT
+$153K

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