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
251
$825K 0.07%
28,454
252
$818K 0.07%
4,808
+2,000
253
$817K 0.07%
17,107
254
$815K 0.07%
7,515
255
$813K 0.07%
20,219
256
$795K 0.06%
5,318
257
$770K 0.06%
31,518
258
$765K 0.06%
9,575
259
$759K 0.06%
10,825
+8,685
260
$755K 0.06%
44,038
261
$753K 0.06%
12,993
262
$751K 0.06%
29,302
263
$749K 0.06%
15,227
264
$748K 0.06%
11,913
+6,000
265
$747K 0.06%
17,261
266
$743K 0.06%
25,372
267
$738K 0.06%
8,745
268
$730K 0.06%
6,787
269
$729K 0.06%
24,389
270
$723K 0.06%
12,348
271
$715K 0.06%
17,115
272
$700K 0.06%
7,183
273
$670K 0.05%
14,928
274
$669K 0.05%
34,887
275
$657K 0.05%
12,593
9 10
11
12 13