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
$800M
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$2.73M
3
+$2.55M
4
ELME
Elme Communities
ELME
+$2.35M
5
STOR
STORE Capital Corporation
STOR
+$2.33M

Top Sells

1
+$6.78M
2
+$6.29M
3
+$6.26M
4
AAPL icon
Apple
AAPL
+$5.74M
5
OXY icon
Occidental Petroleum
OXY
+$5.26M

Sector Composition

1 Technology 17.78%
2 Financials 15.9%
3 Healthcare 12.25%
4 Real Estate 10.1%
5 Industrials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.48M 0.68%
54,535
-8,641
27
$5.47M 0.68%
108,405
-49,434
28
$5.45M 0.68%
26,374
29
$5.4M 0.68%
124,385
-31,650
30
$5.39M 0.67%
30,795
-7,016
31
$5.3M 0.66%
88,386
-46,756
32
$5.14M 0.64%
64,071
-22,049
33
$5.11M 0.64%
71,005
-19,313
34
$5.08M 0.64%
36,712
-26,074
35
$5.08M 0.64%
148,761
-39,402
36
$4.89M 0.61%
67,371
37
$4.85M 0.61%
93,258
-23,727
38
$4.82M 0.6%
30,849
-2,356
39
$4.78M 0.6%
32,869
40
$4.77M 0.6%
32,535
41
$4.76M 0.6%
50,363
-19,937
42
$4.76M 0.59%
+76,326
43
$4.56M 0.57%
117,189
-47,833
44
$4.41M 0.55%
25,855
-9,915
45
$4.41M 0.55%
13,043
-5,867
46
$4.38M 0.55%
23,871
-5,053
47
$4.34M 0.54%
43,640
-32,882
48
$4.28M 0.53%
2,057
-795
49
$4.26M 0.53%
180,620
-179,450
50
$4.23M 0.53%
142,512
-171,417
1
2
3 4 5