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
$948M
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$35.2M
2 +$15.2M
3 +$5.1M
4
LUV icon
Southwest Airlines
LUV
+$4.79M
5
COST icon
Costco
COST
+$4.31M

Top Sells

1 +$4.5M
2 +$4.41M
3 +$4.16M
4
CMCSA icon
Comcast
CMCSA
+$3.82M
5
BAC icon
Bank of America
BAC
+$3.14M

Sector Composition

1 Technology 20.97%
2 Financials 14.19%
3 Healthcare 12.06%
4 Communication Services 11.59%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-8,877
152
-22,595
153
-18,155
154
-10,528
155
-5,343
156
-91,276
157
-39,109
158
-30,616