AMI
Amica Mutual Insurance Portfolio holdings
AUM
$1.04B
1-Year Return
17.58%
This Quarter Return
+3.8%
1 Year Return
+17.58%
3 Year Return
+74.85%
5 Year Return
+124.1%
10 Year Return
+275.71%
AUM
$1.01B
AUM Growth
+$25M
(+2.5%)
Cap. Flow
-$98.6K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
46.1%
Holding
134
New
5
Increased
10
Reduced
17
Closed
2
Top Buys
| 1 |
Lazard
LAZ
|
$5.7M |
| 2 |
Prosperity Bancshares
PB
|
$2.85M |
| 3 |
Blackrock
BLK
|
$2.82M |
| 4 |
Entegris
ENTG
|
$2.11M |
| 5 |
Steris
STE
|
$2.11M |
Top Sells
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$2.8M |
| 2 |
Salesforce
CRM
|
$2.53M |
| 3 |
Tesla
TSLA
|
$1.72M |
| 4 |
American Express
AXP
|
$1.7M |
| 5 |
CATC
CAMBRIDGE BANCORP
CATC
|
$1.61M |
Sector Composition
| 1 | Technology | 24.31% |
| 2 | Healthcare | 9.8% |
| 3 | Financials | 9.54% |
| 4 | Consumer Discretionary | 8.53% |
| 5 | Communication Services | 6.86% |
