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
$958M
AUM Growth
+$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$6.04M
2 +$5.3M
3 +$2.06M
4
HUM icon
Humana
HUM
+$1.96M
5
MS icon
Morgan Stanley
MS
+$1.94M

Top Sells

1 +$4.52M
2 +$4M
3 +$3.93M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$3.42M
5
IPGP icon
IPG Photonics
IPGP
+$3.05M

Sector Composition

1 Technology 20.93%
2 Financials 14.74%
3 Healthcare 12.08%
4 Communication Services 11.57%
5 Consumer Discretionary 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.91M 0.2%
11,046
102
$1.73M 0.18%
15,056
103
$927K 0.1%
24,188
104
-16,860
105
-12,042
106
-14,490
107
-15,811