AMI

Amica Mutual Insurance Portfolio holdings

AUM $1.09B
1-Year Est. Return 18.52%
This Quarter Est. Return
1 Year Est. Return
+18.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$3.48M
3
+$3.16M
4
EQR icon
Equity Residential
EQR
+$2.73M
5
NVS icon
Novartis
NVS
+$2.1M

Top Sells

1
+$6.25M
2
+$5.28M
3
+$4.72M
4
XOM icon
Exxon Mobil
XOM
+$4.57M
5
CVX icon
Chevron
CVX
+$4.15M

Sector Composition

1 Financials 14.29%
2 Technology 13.84%
3 Healthcare 13.31%
4 Energy 12%
5 Industrials 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.78M 0.14%
31,665
177
$1.77M 0.14%
87,332
178
$1.77M 0.14%
3,943,080
179
$1.73M 0.14%
56,103
180
$1.7M 0.14%
156,131
181
$1.69M 0.14%
18,350
182
$1.68M 0.14%
17,312
183
$1.68M 0.14%
26,090
184
$1.66M 0.13%
99,432
185
$1.64M 0.13%
41,701
186
$1.6M 0.13%
45,442
187
$1.59M 0.13%
29,997
188
$1.59M 0.13%
79,670
189
$1.58M 0.13%
32,517
190
$1.56M 0.13%
20,438
191
$1.54M 0.13%
34,682
192
$1.52M 0.12%
36,169
193
$1.51M 0.12%
30,189
194
$1.49M 0.12%
37,150
195
$1.46M 0.12%
27,138
196
$1.45M 0.12%
25,820
197
$1.45M 0.12%
11,601
198
$1.4M 0.11%
12,200
+3,000
199
$1.4M 0.11%
37,834
200
$1.39M 0.11%
21,189
6 7
8
9 10