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
$981M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$3.35M
3
+$2.75M
4
UNP icon
Union Pacific
UNP
+$2.55M
5
ABBV icon
AbbVie
ABBV
+$2.1M

Top Sells

1
+$6.37M
2
+$5.2M
3
+$4.66M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.87M
5
JPM icon
JPMorgan Chase
JPM
+$3.07M

Sector Composition

1 Technology 22.41%
2 Healthcare 9.96%
3 Financials 9.37%
4 Consumer Discretionary 9.05%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.46M 0.96%
69,506
27
$9.4M 0.96%
44,685
+27,618
28
$9.3M 0.95%
86,900
29
$8.7M 0.89%
49,948
30
$8.58M 0.87%
30,382
31
$8.56M 0.87%
14,737
32
$7.79M 0.79%
78,482
33
$7.6M 0.77%
26,964
34
$7.49M 0.76%
33,328
35
$7.49M 0.76%
79,503
+13,291
36
$7.43M 0.76%
47,095
37
$7.41M 0.76%
116,011
38
$7.31M 0.75%
111,177
+41,751
39
$7.2M 0.73%
74,130
40
$6.99M 0.71%
61,504
-56,028
41
$6.95M 0.71%
9,942
-1,207
42
$6.78M 0.69%
85,512
43
$6.64M 0.68%
33,128
-15,329
44
$6.62M 0.68%
22,791
45
$6.28M 0.64%
102,703
-13,317
46
$6.1M 0.62%
92,971
-58,912
47
$6.09M 0.62%
18,133
48
$5.92M 0.6%
38,846
49
$5.74M 0.59%
14,966
-4,628
50
$5.51M 0.56%
22,746
+7,815
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