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
$1.22B
AUM Growth
-$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.98M
3
+$3.2M
4
MDT icon
Medtronic
MDT
+$3.19M
5
RTX icon
RTX Corp
RTX
+$2.66M

Top Sells

1
+$8.83M
2
+$8.65M
3
+$6.69M
4
CVX icon
Chevron
CVX
+$6.49M
5
WFC icon
Wells Fargo
WFC
+$5.56M

Sector Composition

1 Healthcare 15.82%
2 Technology 14.64%
3 Financials 12.43%
4 Industrials 10.56%
5 Energy 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 0.86%
55,592
27
$10.3M 0.85%
255,008
28
$10.3M 0.84%
375,585
29
$10.3M 0.84%
45,368
30
$9.94M 0.82%
361,098
31
$9.7M 0.8%
85,379
-9,936
32
$9.69M 0.79%
309,861
-41,891
33
$9.31M 0.76%
60,701
-8,456
34
$9.23M 0.76%
94,023
35
$9.21M 0.76%
140,868
36
$9.14M 0.75%
123,899
+36,070
37
$8.41M 0.69%
86,360
38
$8.41M 0.69%
297,846
39
$8.32M 0.68%
106,691
+40,951
40
$8.21M 0.67%
118,422
41
$8.12M 0.67%
54,124
42
$8.09M 0.66%
88,181
43
$8.05M 0.66%
68,042
44
$7.64M 0.63%
47,791
-15,900
45
$7.59M 0.62%
117,658
46
$7.54M 0.62%
90,412
47
$7.31M 0.6%
492,171
48
$7.29M 0.6%
138,306
-92,904
49
$6.99M 0.57%
50,704
50
$6.89M 0.57%
157,839
1
2
3 4 5