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
$789M
AUM Growth
-$536K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.7M
3
+$2.12M
4
CFG icon
Citizens Financial Group
CFG
+$2.11M
5
PG icon
Procter & Gamble
PG
+$2.04M

Top Sells

1
+$18.1M
2
+$4.07M
3
+$3.17M
4
HD icon
Home Depot
HD
+$2.13M
5
UPS icon
United Parcel Service
UPS
+$2.11M

Sector Composition

1 Technology 17.27%
2 Financials 13.46%
3 Healthcare 11.78%
4 Real Estate 10.4%
5 Communication Services 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.85M 0.49%
39,307
+5,904
52
$3.84M 0.49%
34,933
+8,636
53
$3.71M 0.47%
52,579
-9,370
54
$3.68M 0.47%
129,207
55
$3.65M 0.46%
28,488
56
$3.59M 0.46%
64,223
57
$3.58M 0.45%
34,531
58
$3.51M 0.45%
35,364
59
$3.48M 0.44%
25,054
-2,959
60
$3.42M 0.43%
45,096
61
$3.33M 0.42%
+35,478
62
$3.23M 0.41%
11,677
-2,332
63
$3.13M 0.4%
5,436
-527
64
$3.13M 0.4%
20,100
65
$3.12M 0.4%
36,649
66
$3.08M 0.39%
13,906
67
$3.08M 0.39%
15,709
-772
68
$3.03M 0.38%
26,578
69
$2.99M 0.38%
14,421
70
$2.98M 0.38%
32,730
71
$2.91M 0.37%
498,484
+188,644
72
$2.86M 0.36%
45,357
73
$2.76M 0.35%
25,089
74
$2.73M 0.35%
6,996
75
$2.73M 0.35%
35,753
1 2
3
4 5