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
26
$8.76M 0.84%
242,579
27
$8.66M 0.83%
183,777
28
$8.51M 0.81%
86,360
29
$8.47M 0.81%
297,846
30
$8.37M 0.8%
85,234
-8,789
31
$8.2M 0.78%
110,558
+45,489
32
$8.18M 0.78%
271,499
-38,362
33
$8.12M 0.78%
375,585
34
$7.83M 0.75%
112,432
-28,436
35
$7.59M 0.73%
54,803
-5,898
36
$6.94M 0.66%
123,899
37
$6.92M 0.66%
37,666
-16,093
38
$6.7M 0.64%
138,306
39
$6.61M 0.63%
47,791
40
$6.47M 0.62%
157,839
41
$6.39M 0.61%
55,100
-12,942
42
$6.36M 0.61%
118,422
43
$6.36M 0.61%
65,868
44
$6.26M 0.6%
69,461
45
$6.23M 0.6%
82,938
46
$6.07M 0.58%
102,498
47
$6.01M 0.57%
50,704
48
$5.84M 0.56%
87,319
49
$5.81M 0.56%
59,174
50
$5.75M 0.55%
105,628
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