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
$381M
AUM Growth
-$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$6.25M
2 +$101K
3 +$61

Top Sells

1 +$4.94M
2 +$53.7K

Sector Composition

1 Financials 17.45%
2 Industrials 16.01%
3 Consumer Staples 14.18%
4 Healthcare 12.75%
5 Technology 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$318K 0.08%
700
52
$101K 0.03%
+7,698
53
$23K 0.01%
579
54
-113,750