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
76
$3.04M 0.31%
19,606
77
$3.01M 0.31%
108,523
78
$2.75M 0.28%
50,615
79
$2.69M 0.27%
28,834
-12,980
80
$2.39M 0.24%
15,311
81
$2.32M 0.24%
44,443
-4,126
82
$2.32M 0.24%
22,843
83
$2.15M 0.22%
28,620
84
$2.1M 0.21%
131,037
85
$1.96M 0.2%
30,404
86
$1.92M 0.2%
5,516
-7,765
87
$1.91M 0.19%
40,680
88
$1.83M 0.19%
13,620
89
$1.81M 0.18%
17,126
90
$1.8M 0.18%
18,817
91
$1.77M 0.18%
21,728
92
$1.76M 0.18%
1,830
-1,238
93
$1.74M 0.18%
39,899
94
$1.73M 0.18%
21,915
95
$1.65M 0.17%
2,571
96
$1.65M 0.17%
36,954
+4,703
97
$1.61M 0.16%
23,609
98
$1.49M 0.15%
15,894
99
$1.48M 0.15%
20,003
100
$1.42M 0.14%
6,381
2 3
4
5 6