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
351
$257K 0.03%
7,168
352
$255K 0.03%
11,262
353
$248K 0.03%
4,592
354
$246K 0.03%
+5,343
355
$243K 0.03%
1,880
-4,151
356
$239K 0.03%
+8,984
357
$231K 0.03%
+4,726
358
$227K 0.03%
+16,791
359
$214K 0.03%
+4,632
360
$202K 0.03%
8,260
361
$200K 0.03%
11,645
362
$193K 0.02%
5,275
363
$188K 0.02%
+11,220
364
$177K 0.02%
6,055
-2,854
365
$175K 0.02%
8,315
-8,232
366
$172K 0.02%
2,906
-15,409
367
$160K 0.02%
4,174
368
$147K 0.02%
4,696
369
$135K 0.02%
+2,921
370
$129K 0.02%
5,864
371
$108K 0.01%
4,629
372
– –
-8,215
373
– –
-1,958
374
– –
-33,941
375
– –
-10,277
13 14
15
16 17