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
$723M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$21.2M
3
+$13.3M
4
UNH icon
UnitedHealth
UNH
+$8.3M
5
VRSK icon
Verisk Analytics
VRSK
+$4.93M

Top Sells

1
+$4.74M
2
+$3.61M
3
+$3.03M
4
CFG icon
Citizens Financial Group
CFG
+$2.95M
5
NVS icon
Novartis
NVS
+$2.62M

Sector Composition

1 Technology 19.05%
2 Healthcare 14.5%
3 Financials 12.41%
4 Communication Services 9.58%
5 Real Estate 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.75M 0.24%
18,488
+9,409
127
$1.75M 0.24%
12,817
128
$1.74M 0.24%
19,480
129
$1.73M 0.24%
17,685
130
$1.71M 0.24%
10,350
+3,594
131
$1.7M 0.24%
20,321
+7,480
132
$1.69M 0.23%
15,330
133
$1.57M 0.22%
603,541
+105,057
134
$1.55M 0.21%
32,092
135
$1.51M 0.21%
4,995
136
$1.5M 0.21%
13,766
+5,386
137
$1.47M 0.2%
19,576
138
$1.47M 0.2%
20,398
+6,035
139
$1.44M 0.2%
18,161
+7,137
140
$1.43M 0.2%
15,355
141
$1.39M 0.19%
33,027
142
$1.38M 0.19%
7,569
143
$1.36M 0.19%
57,162
+10,871
144
$1.34M 0.18%
19,151
145
$1.31M 0.18%
13,660
-3,271
146
$1.3M 0.18%
54,794
147
$1.28M 0.18%
15,918
148
$1.28M 0.18%
21,535
149
$1.28M 0.18%
8,021
150
$1.28M 0.18%
38,407
4 5
6
7 8