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
$790M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.73M
3
+$1.57M
4
EPM icon
Evolution Petroleum
EPM
+$1.5M
5
CTVA icon
Corteva
CTVA
+$1.41M

Top Sells

1
+$4.83M
2
+$2.82M
3
+$2.2M
4
GLW icon
Corning
GLW
+$2.16M
5
PHX
PHX Minerals
PHX
+$2.04M

Sector Composition

1 Technology 16.89%
2 Financials 13.93%
3 Healthcare 12%
4 Real Estate 10.38%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$350K 0.04%
+3,310
327
$347K 0.04%
+3,351
328
$343K 0.04%
+5,534
329
$331K 0.04%
14,406
330
$331K 0.04%
3,248
331
$331K 0.04%
+8,445
332
$331K 0.04%
4,841
-6,800
333
$326K 0.04%
19,478
-15,183
334
$324K 0.04%
10,207
335
$323K 0.04%
+22,696
336
$321K 0.04%
+20,870
337
$316K 0.04%
5,607
-3,776
338
$316K 0.04%
+7,090
339
$311K 0.04%
+2,020
340
$311K 0.04%
10,409
-8,127
341
$305K 0.04%
1,843
342
$301K 0.04%
+3,128
343
$295K 0.04%
6,339
344
$294K 0.04%
+9,013
345
$282K 0.04%
8,927
346
$278K 0.04%
+2,402
347
$274K 0.03%
+3,429
348
$274K 0.03%
4,119
349
$260K 0.03%
5,077
350
$258K 0.03%
1,749
-4,292
12 13
14
15 16