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
$359M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$459K

Sector Composition

1 Financials 16.55%
2 Industrials 15.82%
3 Consumer Staples 14.67%
4 Healthcare 13%
5 Technology 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$462K 0.13%
14,127
-14,033
52
$288K 0.08%
700
53
$114K 0.03%
7,698
54
$13K ﹤0.01%
579