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
276
$653K 0.05%
13,051
277
$639K 0.05%
29,517
278
$638K 0.05%
12,987
+3,500
279
$615K 0.05%
10,828
280
$610K 0.05%
15,400
281
$609K 0.05%
44,390
+12,500
282
$606K 0.05%
+13,542
283
$597K 0.05%
16,379
284
$594K 0.05%
40,569
285
$587K 0.05%
15,576
286
$585K 0.05%
59,472
287
$580K 0.05%
17,132
288
$580K 0.05%
8,416
289
$578K 0.05%
+8,730
290
$577K 0.05%
11,246
291
$576K 0.05%
19,576
292
$534K 0.04%
11,006
293
$529K 0.04%
14,047
294
$521K 0.04%
8,073
295
$507K 0.04%
13,200
+7,500
296
$506K 0.04%
15,401
297
$506K 0.04%
7,149
+400
298
$504K 0.04%
9,488
299
$495K 0.04%
18,500
300
$491K 0.04%
8,225
10 11
12
13 14