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
$964M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1 +$87.3M
2 +$8.18M
3 +$2.7M
4
CDP icon
COPT Defense Properties
CDP
+$2.61M
5
OHI icon
Omega Healthcare
OHI
+$2.56M

Top Sells

1 +$6.15M
2 +$2.88M
3 +$2.85M
4
EPM icon
Evolution Petroleum
EPM
+$2.63M
5
FR icon
First Industrial Realty Trust
FR
+$2.58M

Sector Composition

1 Technology 15.8%
2 Financials 12.54%
3 Healthcare 11.57%
4 Real Estate 8.53%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-7,463
352
-18,706
353
-67,951
354
-77,031
355
-39,994
356
-7,007
357
-20,647
358
-33,105
359
-17,316