AMI

Amica Mutual Insurance Portfolio holdings

AUM $1.09B
1-Year Est. Return 18.52%
This Quarter Est. Return
1 Year Est. Return
+18.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$3.48M
3
+$3.16M
4
EQR icon
Equity Residential
EQR
+$2.73M
5
NVS icon
Novartis
NVS
+$2.1M

Top Sells

1
+$6.25M
2
+$5.28M
3
+$4.72M
4
XOM icon
Exxon Mobil
XOM
+$4.57M
5
CVX icon
Chevron
CVX
+$4.15M

Sector Composition

1 Financials 14.29%
2 Technology 13.84%
3 Healthcare 13.31%
4 Energy 12%
5 Industrials 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.09M 0.09%
11,182
227
$1.07M 0.09%
+31,539
228
$1.06M 0.09%
20,949
229
$1.05M 0.09%
14,298
230
$1.03M 0.08%
63,164
231
$1.03M 0.08%
28,403
232
$1.02M 0.08%
13,122
233
$998K 0.08%
17,153
234
$979K 0.08%
14,163
235
$973K 0.08%
11,435
236
$957K 0.08%
68,585
237
$952K 0.08%
21,622
238
$947K 0.08%
73,452
239
$944K 0.08%
4,470
240
$928K 0.08%
7,853
241
$923K 0.08%
35,748
242
$922K 0.07%
83,271
243
$921K 0.07%
167,500
244
$912K 0.07%
12,573
+7,400
245
$908K 0.07%
19,859
246
$890K 0.07%
6,012
247
$888K 0.07%
13,051
248
$876K 0.07%
16,253
249
$860K 0.07%
23,288
250
$847K 0.07%
16,357
8 9
10
11 12