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
$800M
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$2.73M
3
+$2.55M
4
ELME
Elme Communities
ELME
+$2.35M
5
STOR
STORE Capital Corporation
STOR
+$2.33M

Top Sells

1
+$6.78M
2
+$6.29M
3
+$6.26M
4
AAPL icon
Apple
AAPL
+$5.74M
5
OXY icon
Occidental Petroleum
OXY
+$5.26M

Sector Composition

1 Technology 17.78%
2 Financials 15.9%
3 Healthcare 12.25%
4 Real Estate 10.1%
5 Industrials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.35M 0.29%
+86,018
102
$2.33M 0.29%
+94,027
103
$2.33M 0.29%
39,263
-19,607
104
$2.29M 0.29%
25,636
-12,355
105
$2.28M 0.28%
+39,994
106
$2.26M 0.28%
+77,246
107
$2.24M 0.28%
30,883
108
$2.23M 0.28%
25,633
109
$2.23M 0.28%
23,138
+10,129
110
$2.22M 0.28%
34,209
-36,201
111
$2.21M 0.28%
13,906
112
$2.17M 0.27%
+98,504
113
$2.16M 0.27%
+64,758
114
$2.16M 0.27%
+77,031
115
$2.16M 0.27%
55,018
116
$2.13M 0.27%
10,258
-2,650
117
$2.11M 0.26%
125,909
118
$2.1M 0.26%
65,711
-72,876
119
$2.06M 0.26%
28,672
120
$2.05M 0.26%
18,030
121
$2.04M 0.25%
5,841
-1,214
122
$2.03M 0.25%
18,830
-10,156
123
$2.03M 0.25%
78,523
124
$2.02M 0.25%
14,697
-8,676
125
$2.01M 0.25%
48,214
-14,095
3 4
5
6 7