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
151
$2.45M 0.2%
30,559
152
$2.44M 0.2%
21,638
153
$2.39M 0.2%
50,328
154
$2.38M 0.2%
29,666
155
$2.37M 0.19%
24,351
156
$2.36M 0.19%
43,366
157
$2.36M 0.19%
37,085
158
$2.35M 0.19%
78,313
159
$2.3M 0.19%
17,783
160
$2.25M 0.18%
23,164
161
$2.24M 0.18%
76,639
+5,548
162
$2.23M 0.18%
30,160
-10,692
163
$2.2M 0.18%
32,031
164
$2.2M 0.18%
41,895
165
$2.14M 0.18%
19,561
-6,367
166
$2.11M 0.17%
20,438
167
$2.09M 0.17%
189,297
168
$2.07M 0.17%
14,959
169
$2.02M 0.17%
125,133
-178,378
170
$2.01M 0.17%
29,611
171
$2M 0.16%
12,452
-5,049
172
$2M 0.16%
47,529
173
$1.99M 0.16%
25,520
174
$1.97M 0.16%
31,881
175
$1.96M 0.16%
52,013
5 6
7
8 9