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
$877M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$7.48M
3
+$5.29M
4
LLY icon
Eli Lilly
LLY
+$3.54M
5
TJX icon
TJX Companies
TJX
+$3.18M

Top Sells

1
+$9.74M
2
+$8.6M
3
+$8.08M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.53M
5
BAC icon
Bank of America
BAC
+$5.51M

Sector Composition

1 Technology 20.9%
2 Financials 15.24%
3 Healthcare 12.19%
4 Communication Services 11.07%
5 Consumer Discretionary 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.4M 0.62%
8,749
52
$5.29M 0.6%
+10,634
53
$5.26M 0.6%
28,509
-1,636
54
$5.2M 0.59%
100,577
-60,036
55
$5.11M 0.58%
52,772
-3,020
56
$5.08M 0.58%
33,174
-1,914
57
$5.03M 0.57%
26,406
58
$4.96M 0.57%
37,338
+1,860
59
$4.71M 0.54%
56,366
-3,264
60
$4.67M 0.53%
24,834
-1,433
61
$4.63M 0.53%
20,637
-1,193
62
$4.62M 0.53%
42,650
-2,446
63
$4.55M 0.52%
21,752
+2,048
64
$4.53M 0.52%
18,952
-796
65
$4.5M 0.51%
53,159
-17,243
66
$4.48M 0.51%
57,646
67
$4.41M 0.5%
35,069
-4,845
68
$4.38M 0.5%
11,441
69
$4.33M 0.49%
6,378
-270
70
$4.33M 0.49%
12,891
+5,439
71
$4.25M 0.48%
25,162
+10,897
72
$4.22M 0.48%
92,774
-32,194
73
$4.2M 0.48%
15,811
+3,865
74
$4.09M 0.47%
68,648
-3,939
75
$4.06M 0.46%
57,895
-3,342
1 2
3
4 5