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
$926M
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.62M
3
+$7.89M
4
MCD icon
McDonald's
MCD
+$3.94M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.43M

Top Sells

1
+$11.4M
2
+$6.84M
3
+$6.51M
4
BLK icon
Blackrock
BLK
+$5.96M
5
COST icon
Costco
COST
+$4.72M

Sector Composition

1 Technology 21.71%
2 Healthcare 10.51%
3 Consumer Discretionary 9.72%
4 Financials 9.52%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.2M 0.56%
149,305
+40,036
52
$5.13M 0.55%
18,133
-3,670
53
$5.08M 0.55%
11,543
-1,853
54
$4.73M 0.51%
52,685
+19,532
55
$4.72M 0.51%
56,138
-17,046
56
$4.7M 0.51%
69,426
+38,843
57
$4.5M 0.49%
71,254
+12,708
58
$4.46M 0.48%
19,265
-2,466
59
$4.33M 0.47%
87,322
60
$4.14M 0.45%
13,281
-5,228
61
$4.11M 0.44%
187,368
+68,225
62
$4.09M 0.44%
9,920
63
$4.09M 0.44%
14,931
+5,725
64
$3.94M 0.43%
9,436
65
$3.89M 0.42%
18,029
-17,286
66
$3.85M 0.42%
21,510
67
$3.75M 0.4%
15,850
68
$3.63M 0.39%
41,814
69
$3.43M 0.37%
+17,067
70
$3.29M 0.36%
42,174
71
$3.27M 0.35%
+19,984
72
$3.18M 0.34%
+17,075
73
$3.12M 0.34%
108,523
-21,514
74
$2.8M 0.3%
18,079
75
$2.8M 0.3%
15,355
-13,738
1 2
3
4 5