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
$1.23B
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$3.48M
3
+$3.16M
4
EQR icon
Equity Residential
EQR
+$2.73M
5
NVS icon
Novartis
NVS
+$2.1M

Top Sells

1
+$6.25M
2
+$5.28M
3
+$4.72M
4
XOM icon
Exxon Mobil
XOM
+$4.57M
5
CVX icon
Chevron
CVX
+$4.15M

Sector Composition

1 Financials 14.29%
2 Technology 13.84%
3 Healthcare 13.31%
4 Energy 12%
5 Industrials 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.96M 0.4%
159,130
77
$4.87M 0.4%
79,137
78
$4.87M 0.4%
15,909
-2,668
79
$4.85M 0.39%
317,914
+2,564
80
$4.76M 0.39%
36,241
+15,000
81
$4.74M 0.38%
303,511
82
$4.72M 0.38%
59,174
83
$4.66M 0.38%
134,929
84
$4.64M 0.38%
169,356
85
$4.64M 0.38%
22,542
86
$4.62M 0.37%
196,948
87
$4.6M 0.37%
198,023
-34,913
88
$4.57M 0.37%
111,932
+27,000
89
$4.56M 0.37%
2,681,839
90
$4.45M 0.36%
94,270
91
$4.38M 0.36%
89,568
92
$4.25M 0.35%
50,018
93
$4.22M 0.34%
66,306
-29,129
94
$4.17M 0.34%
85,344
95
$4.05M 0.33%
68,736
96
$4.02M 0.33%
35,074
+6,000
97
$3.93M 0.32%
49,361
98
$3.9M 0.32%
39,802
99
$3.9M 0.32%
64,447
100
$3.89M 0.32%
28,380
2 3
4
5 6