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
151
$2.37M 0.19%
21,929
152
$2.35M 0.19%
62,487
153
$2.35M 0.19%
30,883
+27,609
154
$2.3M 0.19%
33,209
155
$2.29M 0.19%
43,950
156
$2.23M 0.18%
14,959
157
$2.22M 0.18%
29,611
158
$2.22M 0.18%
32,031
159
$2.18M 0.18%
50,328
160
$2.16M 0.18%
37,779
161
$2.16M 0.18%
17,501
162
$2.14M 0.17%
47,529
163
$2.13M 0.17%
23,141
164
$2.1M 0.17%
43,366
165
$2.09M 0.17%
21,638
166
$2.05M 0.17%
+55,904
167
$1.93M 0.16%
48,494
168
$1.88M 0.15%
52,013
169
$1.88M 0.15%
31,881
170
$1.88M 0.15%
23,088
171
$1.85M 0.15%
25,520
172
$1.83M 0.15%
189,297
173
$1.82M 0.15%
42,481
174
$1.8M 0.15%
23,164
175
$1.78M 0.14%
18,271
5 6
7
8 9