AMI

Amica Mutual Insurance Portfolio holdings

AUM $1.09B
1-Year Est. Return 18.52%
This Quarter Est. Return
1 Year Est. Return
+18.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$908M
AUM Growth
-$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.88M
3
+$1.37M
4
LAZ icon
Lazard
LAZ
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$1.27M

Top Sells

1
+$14M
2
+$5.7M
3
+$5.09M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.67M
5
PM icon
Philip Morris
PM
+$3.58M

Sector Composition

1 Technology 23.36%
2 Financials 10.9%
3 Consumer Discretionary 9.33%
4 Healthcare 8.92%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.06M 0.89%
48,589
-17,272
27
$8.04M 0.88%
91,849
28
$7.99M 0.88%
35,259
-3,900
29
$7.86M 0.87%
8,302
+1,002
30
$7.44M 0.82%
56,138
31
$7.37M 0.81%
12,001
32
$7.34M 0.81%
44,205
-13,332
33
$7.33M 0.81%
14,737
34
$7.24M 0.8%
43,277
35
$7.12M 0.78%
22,831
36
$6.91M 0.76%
66,982
-11,500
37
$6.84M 0.75%
96,529
38
$6.74M 0.74%
71,219
39
$6.71M 0.74%
22,746
40
$6.58M 0.72%
21,060
-2,472
41
$6.07M 0.67%
38,846
42
$5.88M 0.65%
8,656
43
$5.87M 0.65%
11,543
44
$5.73M 0.63%
87,322
45
$5.7M 0.63%
12,413
-2,255
46
$5.59M 0.62%
26,684
47
$5.53M 0.61%
30,287
+10,303
48
$5.49M 0.6%
75,476
+10,016
49
$5.18M 0.57%
21,121
50
$5.17M 0.57%
10,809
+668
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