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
$348M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$807K

Top Sells

1 +$418K

Sector Composition

1 Financials 16.39%
2 Industrials 16.1%
3 Consumer Staples 14.89%
4 Healthcare 13.68%
5 Technology 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$579K 0.17%
17,475
52
$269K 0.08%
700
53
$86K 0.02%
7,698
54
$12K ﹤0.01%
579