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
$877M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$7.48M
3
+$5.29M
4
LLY icon
Eli Lilly
LLY
+$3.54M
5
TJX icon
TJX Companies
TJX
+$3.18M

Top Sells

1
+$9.74M
2
+$8.6M
3
+$8.08M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.53M
5
BAC icon
Bank of America
BAC
+$5.51M

Sector Composition

1 Technology 20.9%
2 Financials 15.24%
3 Healthcare 12.19%
4 Communication Services 11.07%
5 Consumer Discretionary 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.56M 0.98%
129,451
+48,080
27
$8.56M 0.98%
116,326
-6,701
28
$8.55M 0.97%
18,725
-2,037
29
$8.52M 0.97%
62,909
-6,887
30
$7.96M 0.91%
116,316
-6,725
31
$7.88M 0.9%
88,803
32
$7.8M 0.89%
39,087
-2,242
33
$7.66M 0.87%
+20,825
34
$7.57M 0.86%
168,760
-9,936
35
$7.48M 0.85%
+33,588
36
$7.46M 0.85%
18,509
+7,294
37
$7.42M 0.85%
88,019
+26,698
38
$7.08M 0.81%
40,087
-1,029
39
$7.01M 0.8%
190,308
-10,890
40
$7M 0.8%
50,970
-2,963
41
$6.92M 0.79%
34,175
-1,959
42
$6.7M 0.76%
27,608
-6,923
43
$6.44M 0.73%
49,899
-2,853
44
$6.25M 0.71%
36,789
+10,203
45
$6.21M 0.71%
17,591
+6,863
46
$6.06M 0.69%
21,530
-1,241
47
$5.93M 0.68%
24,114
+7,572
48
$5.69M 0.65%
172,384
-5,324
49
$5.61M 0.64%
109,855
+12,527
50
$5.61M 0.64%
19,338
-1,108
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