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
401
– –
-2,633
402
– –
-15,134
403
– –
-6,537
404
– –
-22,787
405
– –
-22,787
406
– –
-2,641
407
– –
-55,018
408
– –
-3,106
409
– –
-12,469
410
– –
-11,242
13 14 15 16
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