AMI

Amica Mutual Insurance Portfolio holdings

AUM $1.09B
1-Year Est. Return 18.52%
This Quarter Est. Return
1 Year Est. Return
+18.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$3.48M
3
+$3.16M
4
EQR icon
Equity Residential
EQR
+$2.73M
5
NVS icon
Novartis
NVS
+$2.1M

Top Sells

1
+$6.25M
2
+$5.28M
3
+$4.72M
4
XOM icon
Exxon Mobil
XOM
+$4.57M
5
CVX icon
Chevron
CVX
+$4.15M

Sector Composition

1 Financials 14.29%
2 Technology 13.84%
3 Healthcare 13.31%
4 Energy 12%
5 Industrials 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.04M 0.25%
79,665
127
$3.04M 0.25%
9,653
128
$3.03M 0.25%
42,080
+6,740
129
$2.96M 0.24%
59,701
130
$2.94M 0.24%
48,749
131
$2.93M 0.24%
27,752
132
$2.88M 0.23%
48,542
133
$2.86M 0.23%
56,476
134
$2.83M 0.23%
136,078
135
$2.83M 0.23%
40,426
136
$2.83M 0.23%
36,989
137
$2.79M 0.23%
116,784
138
$2.79M 0.23%
69,536
139
$2.79M 0.23%
25,623
140
$2.73M 0.22%
124,836
141
$2.66M 0.22%
29,947
142
$2.63M 0.21%
21,230
-4,458
143
$2.63M 0.21%
85,183
144
$2.63M 0.21%
23,542
145
$2.56M 0.21%
25,928
146
$2.51M 0.2%
36,142
147
$2.5M 0.2%
44,517
148
$2.45M 0.2%
34,452
149
$2.41M 0.2%
37,085
150
$2.39M 0.19%
117,250
4 5
6
7 8