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
$723M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$21.2M
3
+$13.3M
4
UNH icon
UnitedHealth
UNH
+$8.3M
5
VRSK icon
Verisk Analytics
VRSK
+$4.93M

Top Sells

1
+$4.74M
2
+$3.61M
3
+$3.03M
4
CFG icon
Citizens Financial Group
CFG
+$2.95M
5
NVS icon
Novartis
NVS
+$2.62M

Sector Composition

1 Technology 19.05%
2 Healthcare 14.5%
3 Financials 12.41%
4 Communication Services 9.58%
5 Real Estate 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.73M 0.52%
42,880
+17,791
52
$3.7M 0.51%
26,406
+12,023
53
$3.61M 0.5%
21,830
54
$3.52M 0.49%
124,968
+79,486
55
$3.5M 0.48%
28,488
56
$3.49M 0.48%
26,267
+20,459
57
$3.44M 0.48%
45,096
58
$3.42M 0.47%
16,873
59
$3.35M 0.46%
55,792
+44,873
60
$3.31M 0.46%
34,531
61
$3.27M 0.45%
25,907
+7,510
62
$3.24M 0.45%
177,708
+142,620
63
$3.19M 0.44%
61,321
64
$3.14M 0.43%
21,776
+8,306
65
$3.03M 0.42%
3,580
+1,957
66
$3.03M 0.42%
55,914
-55,914
67
$3M 0.41%
149,325
+103,065
68
$2.98M 0.41%
+39,914
69
$2.95M 0.41%
123,070
+80,710
70
$2.94M 0.41%
35,478
71
$2.89M 0.4%
54,682
+17,463
72
$2.88M 0.4%
68,284
-22,720
73
$2.79M 0.39%
38,263
+17,693
74
$2.77M 0.38%
+8,837
75
$2.77M 0.38%
2,057
1 2
3
4 5