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
$850M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$5.3M
2 +$2.86M
3 +$2.4M
4
ABT icon
Abbott
ABT
+$2.34M
5
GTM
ZoomInfo Technologies
GTM
+$2.15M

Top Sells

1 +$7.46M
2 +$6.6M
3 +$4.67M
4
SHEL icon
Shell
SHEL
+$3.01M
5
DFS
Discover Financial Services
DFS
+$2.63M

Sector Composition

1 Technology 20.21%
2 Healthcare 11.43%
3 Financials 9.69%
4 Consumer Discretionary 9.68%
5 Communication Services 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$598K 0.07%
+8,132
102
$591K 0.07%
5,175
+4,281
103
-45,084
104
-22,485
105
-43,909
106
-49,872