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
251
$1.01M 0.08%
6,012
252
$1M 0.08%
14,503
253
$1M 0.08%
63,485
254
$999K 0.08%
12,993
255
$988K 0.08%
7,853
256
$974K 0.08%
44,038
257
$953K 0.08%
24,389
258
$947K 0.08%
8,745
259
$945K 0.08%
21,193
260
$934K 0.08%
7,515
261
$930K 0.08%
31,539
262
$913K 0.07%
6,201
263
$909K 0.07%
9,575
264
$904K 0.07%
35,225
265
$903K 0.07%
47,966
266
$886K 0.07%
25,372
267
$878K 0.07%
9,092
268
$869K 0.07%
54,184
269
$868K 0.07%
20,528
270
$849K 0.07%
50,904
-51,885
271
$847K 0.07%
10,828
272
$841K 0.07%
29,517
273
$830K 0.07%
16,843
-3,167
274
$826K 0.07%
14,163
275
$806K 0.07%
29,302