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
26
$6.29M 0.8%
148,761
27
$6.24M 0.79%
64,071
28
$6.2M 0.78%
215,260
29
$6.2M 0.78%
21,099
30
$6.14M 0.78%
87,735
31
$5.56M 0.7%
41,143
32
$5.51M 0.7%
71,005
33
$5.37M 0.68%
30,767
-4,420
34
$5.24M 0.66%
37,000
35
$5.22M 0.66%
546,956
36
$5.13M 0.65%
24,679
37
$4.89M 0.62%
132,876
38
$4.87M 0.62%
74,025
+12,482
39
$4.83M 0.61%
102,082
40
$4.83M 0.61%
91,258
41
$4.75M 0.6%
61,949
42
$4.7M 0.6%
25,435
43
$4.65M 0.59%
401,407
44
$4.13M 0.52%
14,009
45
$4.07M 0.52%
77,697
-9,027
46
$3.95M 0.5%
34,531
-2,899
47
$3.86M 0.49%
2,057
48
$3.75M 0.47%
32,670
49
$3.72M 0.47%
37,291
+21,081
50
$3.69M 0.47%
28,013
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