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
101
$3.89M 0.32%
54,765
102
$3.86M 0.31%
46,532
103
$3.84M 0.31%
65,206
-7,619
104
$3.81M 0.31%
57,081
105
$3.63M 0.29%
50,944
-15,043
106
$3.62M 0.29%
82,458
107
$3.62M 0.29%
204,339
108
$3.56M 0.29%
43,767
109
$3.53M 0.29%
41,612
110
$3.44M 0.28%
25,963
111
$3.4M 0.28%
54,979
112
$3.39M 0.28%
100,613
113
$3.37M 0.27%
51,351
114
$3.35M 0.27%
20,527
115
$3.33M 0.27%
27,712
116
$3.33M 0.27%
36,659
117
$3.31M 0.27%
50,384
118
$3.29M 0.27%
48,550
119
$3.28M 0.27%
42,496
120
$3.26M 0.26%
24,897
121
$3.21M 0.26%
663
122
$3.17M 0.26%
79,338
123
$3.15M 0.26%
42,836
124
$3.1M 0.25%
18,427
125
$3.1M 0.25%
59,723
3 4
5
6 7