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
$1.18B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$5.41M
3
+$4.71M
4
BAC icon
Bank of America
BAC
+$4.32M
5
SCHW icon
Charles Schwab
SCHW
+$3.94M

Top Sells

1
+$9.12M
2
+$8.28M
3
+$7.02M
4
VRSK icon
Verisk Analytics
VRSK
+$5.55M
5
LUV icon
Southwest Airlines
LUV
+$5.26M

Sector Composition

1 Technology 19.91%
2 Financials 12.14%
3 Healthcare 10.66%
4 Consumer Discretionary 9.92%
5 Communication Services 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.14M 0.6%
42,856
52
$6.94M 0.59%
113,460
+10,755
53
$6.56M 0.55%
42,351
+19,564
54
$6.55M 0.55%
21,530
55
$6.52M 0.55%
55,588
56
$6.34M 0.54%
11,228
-4,227
57
$6.25M 0.53%
47,282
58
$6.17M 0.52%
26,152
-3,246
59
$6.07M 0.51%
33,174
60
$5.74M 0.49%
13,956
61
$5.69M 0.48%
12,276
-1,123
62
$5.58M 0.47%
14,815
+2,482
63
$5.48M 0.46%
71,548
-14,706
64
$5.43M 0.46%
125,242
-35,660
65
$5.41M 0.46%
+62,902
66
$5.36M 0.45%
9,446
-1,446
67
$5.32M 0.45%
16,217
+5,348
68
$5.24M 0.44%
1,036,926
-216,100
69
$5.24M 0.44%
18,953
70
$5.21M 0.44%
22,048
71
$5.21M 0.44%
27,608
72
$5.04M 0.43%
57,895
73
$4.65M 0.39%
70,290
+10,310
74
$4.51M 0.38%
70,638
-20,378
75
$4.42M 0.37%
93,219
-102,414
1 2
3
4 5