AMI
Amica Mutual Insurance Portfolio holdings
AUM
$1.04B
1-Year Return
17.58%
This Quarter Return
+3.64%
1 Year Return
+17.58%
3 Year Return
+74.85%
5 Year Return
+124.1%
10 Year Return
+275.71%
AUM
$1.23B
AUM Growth
-$13.1M
(-1%)
Cap. Flow
-$47.1M
Cap. Flow
% of AUM
-3.83%
Top 10 Holdings %
Top 10 Hldgs %
17.78%
Holding
391
New
8
Increased
23
Reduced
32
Closed
13
Top Buys
| 1 |
3M
MMM
|
+$8.2M |
| 2 |
Ross Stores
ROST
|
+$3.48M |
| 3 |
APF
Morgan Stanley Asia Pacific Fund
APF
|
+$3.16M |
| 4 |
Equity Residential
EQR
|
+$2.73M |
| 5 |
Novartis
NVS
|
+$2.1M |
Top Sells
| 1 |
GE Aerospace
GE
|
+$6.25M |
| 2 |
JPMorgan Chase
JPM
|
+$5.28M |
| 3 |
Pfizer
PFE
|
+$4.72M |
| 4 |
Exxon Mobil
XOM
|
+$4.57M |
| 5 |
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% |
