AMI

Amica Mutual Insurance Portfolio holdings

AUM $1.15B
1-Year Est. Return 22.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$171M
2
+$5.48M
3
+$4.43M
4
NVDA icon
NVIDIA
NVDA
+$4.41M
5
SCHW icon
Charles Schwab
SCHW
+$3.79M

Top Sells

1
+$9.12M
2
+$8.17M
3
+$7.19M
4
VRSK icon
Verisk Analytics
VRSK
+$5.29M
5
LUV icon
Southwest Airlines
LUV
+$5.26M

Sector Composition

1 Technology 19.91%
2 Financials 12.14%
3 Healthcare 10.66%
4 Consumer Discretionary 9.92%
5 Communication Services 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.98M 0.17%
12,019
-4,798
102
$1.81M 0.15%
28,962
-35,007
103
$1.1M 0.09%
24,188
104
– –
-102,271
105
– –
-11,046
106
– –
-15,056
107
– –
-26,416
108
– –
-18,548
1 2 3 4
5