AMI

Amica Mutual Insurance Portfolio holdings

AUM $1.04B
1-Year Est. Return 17.58%
This Quarter Est. Return
1 Year Est. Return
+17.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
-$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.98M
3
+$3.2M
4
MDT icon
Medtronic
MDT
+$3.19M
5
RTX icon
RTX Corp
RTX
+$2.66M

Top Sells

1
+$8.83M
2
+$8.65M
3
+$6.69M
4
CVX icon
Chevron
CVX
+$6.49M
5
WFC icon
Wells Fargo
WFC
+$5.56M

Sector Composition

1 Healthcare 15.82%
2 Technology 14.64%
3 Financials 12.43%
4 Industrials 10.56%
5 Energy 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.24M 0.1%
11,435
227
$1.23M 0.1%
+96,108
228
$1.22M 0.1%
17,153
229
$1.22M 0.1%
28,403
230
$1.22M 0.1%
+95,037
231
$1.21M 0.1%
13,051
232
$1.19M 0.1%
9,369
233
$1.19M 0.1%
68,585
234
$1.19M 0.1%
65,258
235
$1.19M 0.1%
20,594
236
$1.18M 0.1%
+23,892
237
$1.18M 0.1%
167,500
238
$1.17M 0.1%
23,288
239
$1.16M 0.1%
29,041
240
$1.15M 0.09%
9,278
241
$1.15M 0.09%
+75,044
242
$1.14M 0.09%
10,099
243
$1.13M 0.09%
14,426
244
$1.11M 0.09%
13,200
245
$1.1M 0.09%
26,574
246
$1.1M 0.09%
19,698
247
$1.09M 0.09%
16,253
248
$1.08M 0.09%
47,874
249
$1.07M 0.09%
5,318
250
$1.01M 0.08%
19,859
8 9
10
11 12