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
326
$418K 0.03%
13,199
327
$416K 0.03%
3,533
328
$404K 0.03%
+12,354
329
$400K 0.03%
17,132
330
$391K 0.03%
4,711
331
$388K 0.03%
12,391
332
$386K 0.03%
16,831
333
$384K 0.03%
+10,677
334
$377K 0.03%
4,470
335
$376K 0.03%
10,678
336
$376K 0.03%
9,685
337
$370K 0.03%
19,091
338
$363K 0.03%
+13,664
339
$354K 0.03%
5,901
340
$351K 0.03%
59,961
341
$328K 0.03%
7,587
342
$324K 0.03%
40,569
343
$314K 0.03%
92,555
344
$303K 0.02%
5,061
345
$296K 0.02%
+4,724
346
$280K 0.02%
11,479
347
$272K 0.02%
+10,876
348
$268K 0.02%
7,580
349
$267K 0.02%
12,454
350
$266K 0.02%
+14,281
12 13
14
15 16