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
$1.22B
AUM Growth
-$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.98M
3
+$3.2M
4
MDT icon
Medtronic
MDT
+$3.19M
5
RTX icon
RTX Corp
RTX
+$2.66M

Top Sells

1
+$8.83M
2
+$8.65M
3
+$6.69M
4
CVX icon
Chevron
CVX
+$6.49M
5
WFC icon
Wells Fargo
WFC
+$5.56M

Sector Composition

1 Healthcare 15.82%
2 Technology 14.64%
3 Financials 12.43%
4 Industrials 10.56%
5 Energy 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.09M 0.25%
136,078
127
$3.02M 0.25%
68,736
128
$3.01M 0.25%
24,897
129
$2.97M 0.24%
19,229
130
$2.95M 0.24%
79,338
131
$2.95M 0.24%
55,904
132
$2.95M 0.24%
83,974
-65,330
133
$2.85M 0.23%
26,608
134
$2.8M 0.23%
116,784
135
$2.76M 0.23%
25,916
136
$2.73M 0.22%
30,883
137
$2.72M 0.22%
55,681
138
$2.69M 0.22%
134,746
139
$2.69M 0.22%
90,996
+42,017
140
$2.66M 0.22%
19,583
-6,040
141
$2.66M 0.22%
36,142
142
$2.65M 0.22%
85,183
143
$2.65M 0.22%
117,250
144
$2.64M 0.22%
23,141
145
$2.63M 0.22%
29,947
146
$2.61M 0.21%
+158,203
147
$2.57M 0.21%
37,779
148
$2.51M 0.21%
21,929
149
$2.49M 0.2%
43,950
150
$2.46M 0.2%
64,266
-60,570
4 5
6
7 8