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
$723M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$21.2M
3
+$13.3M
4
UNH icon
UnitedHealth
UNH
+$8.3M
5
VRSK icon
Verisk Analytics
VRSK
+$4.93M

Top Sells

1
+$4.74M
2
+$3.61M
3
+$3.03M
4
CFG icon
Citizens Financial Group
CFG
+$2.95M
5
NVS icon
Novartis
NVS
+$2.62M

Sector Composition

1 Technology 19.05%
2 Healthcare 14.5%
3 Financials 12.41%
4 Communication Services 9.58%
5 Real Estate 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.27M 0.18%
39,306
-17,362
152
$1.25M 0.17%
27,143
153
$1.23M 0.17%
13,830
+10,479
154
$1.23M 0.17%
22,755
155
$1.21M 0.17%
24,593
156
$1.21M 0.17%
52,093
157
$1.2M 0.17%
9,346
158
$1.16M 0.16%
34,391
159
$1.14M 0.16%
6,343
160
$1.13M 0.16%
19,700
161
$1.13M 0.16%
+35,598
162
$1.09M 0.15%
11,782
+9,902
163
$1.08M 0.15%
9,285
164
$1.07M 0.15%
8,537
165
$1.06M 0.15%
17,212
-4,809
166
$1.05M 0.15%
17,087
167
$1.03M 0.14%
16,160
168
$1.03M 0.14%
24,491
169
$1.02M 0.14%
47,914
170
$1M 0.14%
6,555
171
$1M 0.14%
28,260
172
$995K 0.14%
32,620
173
$980K 0.14%
35,083
174
$949K 0.13%
39,068
175
$942K 0.13%
22,970
5 6
7
8 9