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
$981M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$3.35M
3
+$2.75M
4
UNP icon
Union Pacific
UNP
+$2.55M
5
ABBV icon
AbbVie
ABBV
+$2.1M

Top Sells

1
+$6.37M
2
+$5.2M
3
+$4.66M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.87M
5
JPM icon
JPMorgan Chase
JPM
+$3.07M

Sector Composition

1 Technology 22.41%
2 Healthcare 9.96%
3 Financials 9.37%
4 Consumer Discretionary 9.05%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.42M 0.14%
16,264
102
$1.34M 0.14%
14,127
103
$1.33M 0.14%
27,248
+3,401
104
$1.26M 0.13%
79,768
105
$1.23M 0.13%
11,337
-6,600
106
$1.22M 0.12%
9,466
107
$1.22M 0.12%
16,791
-6,908
108
$1.21M 0.12%
10,490
109
$1.17M 0.12%
32,808
110
$1.16M 0.12%
7,504
111
$1.15M 0.12%
+34,693
112
$1.03M 0.11%
16,058
113
$980K 0.1%
50,821
114
$977K 0.1%
3,208
115
$944K 0.1%
+14,653
116
$920K 0.09%
11,530
117
$854K 0.09%
9,161
+1,549
118
$822K 0.08%
+4,956
119
$791K 0.08%
18,312
120
$743K 0.08%
47,180
121
$683K 0.07%
+3,693
122
$630K 0.06%
22,772
123
$623K 0.06%
10,317
124
$621K 0.06%
11,632
125
$594K 0.06%
9,930
2 3 4
5
6