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
$800M
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$2.73M
3
+$2.55M
4
ELME
Elme Communities
ELME
+$2.35M
5
STOR
STORE Capital Corporation
STOR
+$2.33M

Top Sells

1
+$6.78M
2
+$6.29M
3
+$6.26M
4
AAPL icon
Apple
AAPL
+$5.74M
5
OXY icon
Occidental Petroleum
OXY
+$5.26M

Sector Composition

1 Technology 17.78%
2 Financials 15.9%
3 Healthcare 12.25%
4 Real Estate 10.1%
5 Industrials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.62M 0.2%
8,477
-2,284
152
$1.58M 0.2%
10,096
-2,784
153
$1.58M 0.2%
14,338
154
$1.57M 0.2%
84,642
-26,847
155
$1.56M 0.2%
15,571
156
$1.55M 0.19%
14,538
157
$1.55M 0.19%
10,704
-3,937
158
$1.54M 0.19%
11,049
159
$1.51M 0.19%
12,452
160
$1.5M 0.19%
14,236
-14,029
161
$1.48M 0.18%
13,470
-1,847
162
$1.46M 0.18%
53,571
163
$1.46M 0.18%
10,622
164
$1.46M 0.18%
+9,872
165
$1.43M 0.18%
20,859
-4,583
166
$1.4M 0.17%
12,504
167
$1.39M 0.17%
8,042
-1,780
168
$1.39M 0.17%
+19,198
169
$1.39M 0.17%
+26,331
170
$1.39M 0.17%
13,132
171
$1.38M 0.17%
+40,140
172
$1.36M 0.17%
26,146
-7,129
173
$1.35M 0.17%
39,717
174
$1.34M 0.17%
14,383
175
$1.33M 0.17%
+28,441
5 6
7
8 9