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
26
$10.5M 0.85%
56
27
$10.2M 0.83%
263,573
28
$9.92M 0.81%
242,579
-87,503
29
$9.81M 0.8%
117,486
30
$9.8M 0.8%
122,363
31
$9.57M 0.78%
375,585
32
$9.57M 0.78%
130,110
33
$9.34M 0.76%
118,422
-16,667
34
$9.08M 0.74%
351,752
-64,501
35
$8.81M 0.72%
90,412
-6,274
36
$8.47M 0.69%
86,360
37
$8.09M 0.66%
361,098
-62,794
38
$8.01M 0.65%
45,368
39
$7.86M 0.64%
63,691
40
$7.69M 0.62%
102,769
41
$7.66M 0.62%
216,961
42
$7.6M 0.62%
140,868
-30,272
43
$7.54M 0.61%
95,315
44
$7.28M 0.59%
74,730
45
$7.03M 0.57%
79,452
46
$6.87M 0.56%
70,082
47
$6.8M 0.55%
132,390
48
$6.79M 0.55%
54,124
49
$6.76M 0.55%
157,839
50
$6.66M 0.54%
94,023
1
2
3 4 5