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
$1.22B
AUM Growth
-$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.98M
3
+$3.2M
4
MDT icon
Medtronic
MDT
+$3.19M
5
RTX icon
RTX Corp
RTX
+$2.66M

Top Sells

1
+$8.83M
2
+$8.65M
3
+$6.69M
4
CVX icon
Chevron
CVX
+$6.49M
5
WFC icon
Wells Fargo
WFC
+$5.56M

Sector Composition

1 Healthcare 15.82%
2 Technology 14.64%
3 Financials 12.43%
4 Industrials 10.56%
5 Energy 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.72M 0.55%
62,086
52
$6.72M 0.55%
15,909
53
$6.67M 0.55%
63,508
-61,806
54
$6.48M 0.53%
493,224
55
$6.46M 0.53%
82,938
56
$6.18M 0.51%
105,628
57
$6M 0.49%
69,461
58
$5.89M 0.48%
63,187
59
$5.88M 0.48%
146,134
60
$5.84M 0.48%
51,351
61
$5.8M 0.48%
83,642
62
$5.72M 0.47%
73,994
+1,901
63
$5.54M 0.45%
59,174
64
$5.52M 0.45%
127,020
65
$5.32M 0.44%
53,478
-25,974
66
$5.26M 0.43%
72,202
67
$5.08M 0.42%
65,069
68
$5.07M 0.42%
85,344
69
$4.87M 0.4%
134,929
70
$4.81M 0.39%
198,023
71
$4.74M 0.39%
65,206
72
$4.72M 0.39%
317,955
73
$4.7M 0.39%
75,507
-25,741
74
$4.67M 0.38%
33,281
75
$4.66M 0.38%
55,143
-22,058
1 2
3
4 5