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
126
$554K 0.06%
11,950
127
$428K 0.04%
1,951
128
$252K 0.03%
2,420
129
$207K 0.02%
+3,435
130
-149,305