AUI 0.00% $10.30 australian united investment company limited

I've been following AUI and at face value it compares well...

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    I've been following AUI and at face value it compares well to comparable funds including Argo and AFIC (they seemingly trade at a premium to NTA, AUI at a discount) but not sure why AUI seem to avoid a couple of my favourite stocks in SHL and MQG.

    I have plenty of each so probably fine, just not sure why they both wouldn't be core holdings. Any insights?
 
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Last trade - 09.04am 04/06/2024 (20 minute delay) ?
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