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
$1.23B
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$3.48M
3
+$3.16M
4
EQR icon
Equity Residential
EQR
+$2.73M
5
NVS icon
Novartis
NVS
+$2.1M

Top Sells

1
+$6.25M
2
+$5.28M
3
+$4.72M
4
XOM icon
Exxon Mobil
XOM
+$4.57M
5
CVX icon
Chevron
CVX
+$4.15M

Sector Composition

1 Financials 14.29%
2 Technology 13.84%
3 Healthcare 13.31%
4 Energy 12%
5 Industrials 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.32M 0.51%
63,645
52
$6.31M 0.51%
108,828
+47,000
53
$6.11M 0.5%
117,658
54
$5.89M 0.48%
69,606
55
$5.88M 0.48%
187,545
56
$5.88M 0.48%
83,513
-22,083
57
$5.86M 0.48%
65,069
-14,722
58
$5.83M 0.47%
62,086
59
$5.7M 0.46%
570,892
60
$5.57M 0.45%
60,996
61
$5.55M 0.45%
33,905
62
$5.5M 0.45%
63,187
63
$5.44M 0.44%
370,456
64
$5.43M 0.44%
151,746
+97,148
65
$5.43M 0.44%
83,642
66
$5.34M 0.43%
127,020
67
$5.22M 0.42%
74,394
68
$5.21M 0.42%
280,652
69
$5.19M 0.42%
69,461
-22,559
70
$5.16M 0.42%
78,207
71
$5.16M 0.42%
146,134
72
$5.14M 0.42%
165,090
73
$5.13M 0.42%
155,288
74
$5.1M 0.41%
132,390
75
$5.04M 0.41%
80,521
1 2
3
4 5