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
$1.22B
AUM Growth
-$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.98M
3
+$3.2M
4
MDT icon
Medtronic
MDT
+$3.19M
5
RTX icon
RTX Corp
RTX
+$2.66M

Top Sells

1
+$8.83M
2
+$8.65M
3
+$6.69M
4
CVX icon
Chevron
CVX
+$6.49M
5
WFC icon
Wells Fargo
WFC
+$5.56M

Sector Composition

1 Healthcare 15.82%
2 Technology 14.64%
3 Financials 12.43%
4 Industrials 10.56%
5 Energy 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.64M 0.38%
81,150
77
$4.57M 0.37%
53,958
-24,249
78
$4.56M 0.37%
55,081
79
$4.5M 0.37%
66,306
80
$4.47M 0.37%
46,142
81
$4.43M 0.36%
59,624
-29,944
82
$4.42M 0.36%
95,356
-37,034
83
$4.39M 0.36%
1,549
84
$4.3M 0.35%
25,963
85
$4.28M 0.35%
302,520
86
$4.28M 0.35%
49,298
87
$4.28M 0.35%
196,948
88
$4.25M 0.35%
28,380
89
$4.25M 0.35%
71,115
+34,345
90
$4.23M 0.35%
97,146
91
$4.04M 0.33%
122,772
-3,385
92
$4.01M 0.33%
157,029
93
$3.98M 0.33%
+135,137
94
$3.91M 0.32%
50,944
95
$3.88M 0.32%
54,765
96
$3.88M 0.32%
44,517
97
$3.72M 0.31%
27,712
98
$3.71M 0.3%
138,057
+25,015
99
$3.7M 0.3%
61,366
100
$3.69M 0.3%
18,740
2 3
4
5 6