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
$723M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$21.2M
3
+$13.3M
4
UNH icon
UnitedHealth
UNH
+$8.3M
5
VRSK icon
Verisk Analytics
VRSK
+$4.93M

Top Sells

1
+$4.74M
2
+$3.61M
3
+$3.03M
4
CFG icon
Citizens Financial Group
CFG
+$2.95M
5
NVS icon
Novartis
NVS
+$2.62M

Sector Composition

1 Technology 19.05%
2 Healthcare 14.5%
3 Financials 12.41%
4 Communication Services 9.58%
5 Real Estate 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.17M 0.85%
290,787
27
$5.78M 0.8%
64,071
28
$5.63M 0.78%
163,809
29
$5.6M 0.77%
254,375
30
$5.52M 0.76%
145,647
31
$5.43M 0.75%
54,238
+14,931
32
$5.33M 0.74%
62,266
33
$5.08M 0.7%
25,437
+11,531
34
$5.06M 0.7%
8,098
+2,662
35
$4.93M 0.68%
102,053
36
$4.93M 0.68%
+35,367
37
$4.91M 0.68%
207,060
+46,380
38
$4.72M 0.65%
152,354
-43,579
39
$4.7M 0.65%
121,597
+19,515
40
$4.7M 0.65%
84,291
41
$4.63M 0.64%
38,520
42
$4.5M 0.62%
20,650
+3,024
43
$4.45M 0.62%
55,407
+18,758
44
$4.36M 0.6%
65,748
+32,260
45
$4.21M 0.58%
45,460
+33,993
46
$4.12M 0.57%
42,636
47
$4M 0.55%
17,827
+13,088
48
$3.98M 0.55%
28,242
49
$3.86M 0.53%
80,677
50
$3.84M 0.53%
28,727
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