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
101
$3.65M 0.3%
82,458
102
$3.65M 0.3%
42,625
103
$3.65M 0.3%
40,426
104
$3.57M 0.29%
36,883
105
$3.57M 0.29%
23,542
106
$3.53M 0.29%
9,653
107
$3.52M 0.29%
56,476
108
$3.51M 0.29%
20,131
109
$3.46M 0.28%
17,049
-3,478
110
$3.44M 0.28%
204,339
111
$3.42M 0.28%
95,923
-63,207
112
$3.42M 0.28%
50,018
113
$3.38M 0.28%
59,723
114
$3.36M 0.28%
40,956
-23,491
115
$3.35M 0.27%
67,082
116
$3.35M 0.27%
42,496
117
$3.34M 0.27%
79,665
118
$3.23M 0.27%
57,081
119
$3.21M 0.26%
36,659
120
$3.2M 0.26%
+91,258
121
$3.15M 0.26%
59,701
122
$3.15M 0.26%
48,542
123
$3.15M 0.26%
36,989
124
$3.14M 0.26%
83,792
+51,224
125
$3.13M 0.26%
34,573
-37,117
3 4
5
6 7