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
$1.05B
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1 +$6.48M
2 +$5.57M
3 +$3.65M
4
AXP icon
American Express
AXP
+$3.37M
5
KHC icon
Kraft Heinz
KHC
+$3.14M

Top Sells

1 +$5.43M
2 +$3.79M
3 +$3.52M
4
DTV
DIRECTV COM STK (DE)
DTV
+$3.43M
5
WELL icon
Welltower
WELL
+$3.35M

Sector Composition

1 Healthcare 14.28%
2 Financials 13.95%
3 Technology 13.74%
4 Industrials 9.99%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-22,998
402
-4,180
403
-1,282
404
-17,261
405
-36,989
406
-44,517
407
-24,292
408
-14,047