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
$792M
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$99.4M
2 +$3.34M
3 +$2.78M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.77M
5
ES icon
Eversource Energy
ES
+$2.58M

Top Sells

1 +$6.07M
2 +$5.89M
3 +$4.35M
4
EL icon
Estee Lauder
EL
+$4.28M
5
ADBE icon
Adobe
ADBE
+$3.51M

Sector Composition

1 Technology 17.01%
2 Healthcare 13.28%
3 Financials 12.19%
4 Consumer Discretionary 8.45%
5 Consumer Staples 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-27,608
102
-5,408
103
-29,533