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
$877M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$7.48M
3
+$5.29M
4
LLY icon
Eli Lilly
LLY
+$3.54M
5
TJX icon
TJX Companies
TJX
+$3.18M

Top Sells

1
+$9.74M
2
+$8.6M
3
+$8.08M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.53M
5
BAC icon
Bank of America
BAC
+$5.51M

Sector Composition

1 Technology 20.9%
2 Financials 15.24%
3 Healthcare 12.19%
4 Communication Services 11.07%
5 Consumer Discretionary 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.24M 0.26%
29,493
-1,698
102
$2.13M 0.24%
+28,213
103
$2.11M 0.24%
24,917
-1,449
104
$2.05M 0.23%
4,341
-251
105
$1.93M 0.22%
15,801
-9,476
106
$1.68M 0.19%
15,056
-862
107
$1.27M 0.15%
40,061
108
$1.16M 0.13%
25,346
109
$1.14M 0.13%
26,818
-1,786
110
$1.11M 0.13%
25,255
111
$1.08M 0.12%
8,165
112
$1.07M 0.12%
39,424
113
$1.06M 0.12%
16,193
-2,616
114
$1.06M 0.12%
9,314
-1,301
115
$1.05M 0.12%
99,656
-38,827
116
$1.05M 0.12%
39,109
-5,111
117
$1.04M 0.12%
24,248
-6,493
118
$1.04M 0.12%
37,754
119
$1.04M 0.12%
29,400
-2,148
120
$1.04M 0.12%
10,229
-1,553
121
$1.03M 0.12%
92,499
-21,691
122
$1.03M 0.12%
79,634
-4,094
123
$1.02M 0.12%
32,620
124
$1.02M 0.12%
38,643
125
$1.02M 0.12%
19,042
3 4
5
6 7