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
$723M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1 +$27.6M
2 +$21.2M
3 +$13.3M
4
UNH icon
UnitedHealth
UNH
+$8.3M
5
VRSK icon
Verisk Analytics
VRSK
+$4.93M

Top Sells

1 +$4.74M
2 +$3.61M
3 +$3.03M
4
CFG icon
Citizens Financial Group
CFG
+$2.95M
5
NVS icon
Novartis
NVS
+$2.62M

Sector Composition

1 Technology 19.05%
2 Healthcare 14.5%
3 Financials 12.41%
4 Communication Services 9.58%
5 Real Estate 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-35,364
327
-424,084
328
-23,347
329
-3,169