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
$877M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$7.48M
3
+$5.29M
4
LLY icon
Eli Lilly
LLY
+$3.54M
5
TJX icon
TJX Companies
TJX
+$3.18M

Top Sells

1
+$9.74M
2
+$8.6M
3
+$8.08M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.53M
5
BAC icon
Bank of America
BAC
+$5.51M

Sector Composition

1 Technology 20.9%
2 Financials 15.24%
3 Healthcare 12.19%
4 Communication Services 11.07%
5 Consumer Discretionary 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$713K 0.08%
10,528
-2,488
152
$640K 0.07%
5,343
-1,918
153
– –
-29,288
154
– –
-25,437
155
– –
-16,873
156
– –
-13,830
157
– –
-54,682
158
– –
-8,876
159
– –
-28,493
160
– –
-134,008
161
– –
-30,629
162
– –
-91,549
163
– –
-39,945
164
– –
-129,207
3 4 5 6
7