AMI

Amica Mutual Insurance Portfolio holdings

AUM $1.09B
1-Year Est. Return 18.52%
This Quarter Est. Return
1 Year Est. Return
+18.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$908M
AUM Growth
-$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.88M
3
+$1.37M
4
LAZ icon
Lazard
LAZ
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$1.27M

Top Sells

1
+$14M
2
+$5.7M
3
+$5.09M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.67M
5
PM icon
Philip Morris
PM
+$3.58M

Sector Composition

1 Technology 23.36%
2 Financials 10.9%
3 Consumer Discretionary 9.33%
4 Healthcare 8.92%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.26M 0.25%
8,708
-13,126
77
$2.21M 0.24%
36,446
78
$2.17M 0.24%
17,834
79
$2.04M 0.23%
33,522
80
$2.04M 0.22%
21,345
81
$1.98M 0.22%
+58,374
82
$1.88M 0.21%
27,248
83
$1.6M 0.18%
20,003
84
$1.58M 0.17%
2,571
85
$1.54M 0.17%
35,249
86
$1.47M 0.16%
7,371
-7,000
87
$1.41M 0.16%
10,827
88
$1.38M 0.15%
15,611
-4,564
89
$1.36M 0.15%
18,817
90
$1.35M 0.15%
8,136
-1,772
91
$1.32M 0.15%
7,064
92
$1.31M 0.14%
131,037
93
$1.3M 0.14%
15,597
94
$1.29M 0.14%
19,310
95
$1.25M 0.14%
39,776
96
$1.17M 0.13%
16,264
97
$1.16M 0.13%
1,830
98
$1.15M 0.13%
30,404
99
$1.15M 0.13%
14,127
100
$1.14M 0.13%
32,808
2 3
4
5 6