AMI
Amica Mutual Insurance Portfolio holdings
AUM
$1.04B
1-Year Return
17.58%
This Quarter Return
-16.7%
1 Year Return
+17.58%
3 Year Return
+74.85%
5 Year Return
+124.1%
10 Year Return
+275.71%
AUM
$723M
AUM Growth
-$45.6M
(-5.9%)
Cap. Flow
+$88.6M
Cap. Flow
% of AUM
12.25%
Top 10 Holdings %
Top 10 Hldgs %
27.38%
Holding
329
New
14
Increased
80
Reduced
13
Closed
111
Top Buys
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$27.6M |
| 2 |
Amazon
AMZN
|
+$21.2M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$13.3M |
| 4 |
UnitedHealth
UNH
|
+$8.3M |
| 5 |
Verisk Analytics
VRSK
|
+$4.93M |
Top Sells
| 1 |
Boeing
BA
|
+$4.74M |
| 2 |
Lowe's Companies
LOW
|
+$3.61M |
| 3 |
Intel
INTC
|
+$3.03M |
| 4 |
Citizens Financial Group
CFG
|
+$2.95M |
| 5 |
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% |