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
$926M
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$9.62M
3 +$7.89M
4
MCD icon
McDonald's
MCD
+$3.94M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.43M

Top Sells

1 +$11.4M
2 +$6.84M
3 +$6.51M
4
BLK icon
Blackrock
BLK
+$5.96M
5
COST icon
Costco
COST
+$4.72M

Sector Composition

1 Technology 21.71%
2 Healthcare 10.51%
3 Consumer Discretionary 9.72%
4 Financials 9.52%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,908
127
-174,597
128
-28,477
129
-15,816
130
-16,570