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AMI
Amica Mutual Insurance Portfolio holdings
AUM
$1.16B
1-Year Est. Return
21.34%
This Fund
S&P 500
This Quarter
Est. Return
+2.13%
1 Year Est. Return
+21.34%
3 Year Est. Return
+69.71%
5 Year Est. Return
+88.55%
10 Year Est. Return
+315.01%
AUM
$1.14B
AUM Growth
–
Cap. Flow
+$1.15B
Cap. Flow
% of AUM
100.74%
Top 10 Holdings %
Top 10 Hldgs %
18.75%
Holding
393
New
393
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$31.1M |
| 2 |
Apple
AAPL
|
+$29.4M |
| 3 |
GE Aerospace
GE
|
+$21.8M |
| 4 |
Chevron
CVX
|
+$20M |
| 5 |
Johnson & Johnson
JNJ
|
+$19.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 14.8% |
| 2 | Energy | 14.29% |
| 3 | Technology | 13.91% |
| 4 | Healthcare | 12.09% |
| 5 | Industrials | 10.25% |
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Amica Mutual Insurance's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Amica Mutual Insurance, which disclosed 393 positions worth $1.14B. Its ten largest holdings account for 19% of the portfolio.
Its largest position is ExxonMobil: 345,608 shares worth $31.2M.
By sector, the portfolio is most concentrated in Financials at 15% of assets, followed by Energy and Technology.
- Amica Mutual Insurance's largest Q2 2013 buy was ExxonMobil: 345,608 shares worth $31.2M.
- Amica Mutual Insurance's ten largest holdings make up 19% of its $1.14B portfolio in Q2 2013.
- Amica Mutual Insurance disclosed 393 positions in Q2 2013, its first 13F filing on record.
Based on Amica Mutual Insurance's 13F filing for Q2 2013, filed 8 Aug 2013.