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
$981M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$3.35M
3
+$2.75M
4
UNP icon
Union Pacific
UNP
+$2.55M
5
ABBV icon
AbbVie
ABBV
+$2.1M

Top Sells

1
+$6.37M
2
+$5.2M
3
+$4.66M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.87M
5
JPM icon
JPMorgan Chase
JPM
+$3.07M

Sector Composition

1 Technology 22.41%
2 Healthcare 9.96%
3 Financials 9.37%
4 Consumer Discretionary 9.05%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.47M 0.56%
56,138
52
$5.39M 0.55%
29,616
+11,537
53
$5.37M 0.55%
30,541
54
$5.33M 0.54%
74,253
55
$5.16M 0.53%
34,723
56
$5.13M 0.52%
54,539
-23,912
57
$5.04M 0.51%
87,322
58
$4.93M 0.5%
9,920
59
$4.91M 0.5%
11,543
60
$4.81M 0.49%
19,265
61
$4.7M 0.48%
71,254
62
$4.58M 0.47%
21,510
63
$4.43M 0.45%
187,368
64
$4.29M 0.44%
15,850
65
$4.2M 0.43%
52,685
66
$4.01M 0.41%
9,436
67
$3.72M 0.38%
30,387
68
$3.56M 0.36%
18,029
69
$3.51M 0.36%
42,174
70
$3.47M 0.35%
19,984
71
$3.35M 0.34%
+27,440
72
$3.32M 0.34%
17,075
73
$3.27M 0.33%
15,355
74
$3.1M 0.32%
3,713
+546
75
$3.08M 0.31%
15,279
1 2
3
4 5