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
$1.23B
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$3.48M
3
+$3.16M
4
EQR icon
Equity Residential
EQR
+$2.73M
5
NVS icon
Novartis
NVS
+$2.1M

Top Sells

1
+$6.25M
2
+$5.28M
3
+$4.72M
4
XOM icon
Exxon Mobil
XOM
+$4.57M
5
CVX icon
Chevron
CVX
+$4.15M

Sector Composition

1 Financials 14.29%
2 Technology 13.84%
3 Healthcare 13.31%
4 Energy 12%
5 Industrials 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$65K 0.01%
4,000
377
$61K 0.01%
3,600
378
$59K ﹤0.01%
7,256
379
– –
-31,366
380
– –
-11,100
381
– –
-14,799
382
– –
-125,716
383
– –
-142,498
384
– –
-4,200
385
– –
-9,500
386
– –
-13,000
387
– –
-40,789
388
– –
-37,750
389
– –
-39,736
390
– –
-15,975
391
– –
-273
12 13 14 15
16