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
$822M
AUM Growth
+$98.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.35M
3
+$4.2M
4
OTIS icon
Otis Worldwide
OTIS
+$3.73M
5
DHR icon
Danaher
DHR
+$2.7M

Top Sells

1
+$6.83M
2
+$5.6M
3
+$2.69M
4
BP icon
BP
BP
+$2.63M
5
A icon
Agilent Technologies
A
+$2.35M

Sector Composition

1 Technology 21.8%
2 Healthcare 13.41%
3 Financials 12.76%
4 Communication Services 9.93%
5 Real Estate 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.93M 0.84%
125,740
-15,457
27
$6.91M 0.84%
290,787
28
$6.54M 0.8%
207,060
29
$6.22M 0.76%
88,803
30
$6.14M 0.75%
25,437
31
$6.02M 0.73%
35,367
32
$6.02M 0.73%
34,531
33
$5.93M 0.72%
62,266
34
$5.88M 0.72%
64,071
35
$5.82M 0.71%
145,647
36
$5.64M 0.69%
102,053
37
$5.44M 0.66%
139,509
-24,300
38
$5.34M 0.65%
20,650
39
$5.28M 0.64%
7,518
-580
40
$5.09M 0.62%
38,520
41
$4.96M 0.6%
84,291
42
$4.82M 0.59%
65,748
43
$4.82M 0.59%
45,460
44
$4.8M 0.58%
28,666
+6,890
45
$4.78M 0.58%
28,242
46
$4.77M 0.58%
121,597
47
$4.75M 0.58%
42,636
48
$4.73M 0.58%
152,354
49
$4.63M 0.56%
49,622
-5,785
50
$4.52M 0.55%
25,907
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