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
$1.22B
AUM Growth
-$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.98M
3
+$3.2M
4
MDT icon
Medtronic
MDT
+$3.19M
5
RTX icon
RTX Corp
RTX
+$2.66M

Top Sells

1
+$8.83M
2
+$8.65M
3
+$6.69M
4
CVX icon
Chevron
CVX
+$6.49M
5
WFC icon
Wells Fargo
WFC
+$5.56M

Sector Composition

1 Healthcare 15.82%
2 Technology 14.64%
3 Financials 12.43%
4 Industrials 10.56%
5 Energy 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.96M 0.16%
36,169
177
$1.92M 0.16%
95,064
+66,000
178
$1.92M 0.16%
+17,995
179
$1.89M 0.16%
25,820
180
$1.89M 0.16%
26,402
-22,347
181
$1.89M 0.16%
29,997
182
$1.86M 0.15%
43,032
183
$1.86M 0.15%
79,670
184
$1.85M 0.15%
41,701
185
$1.79M 0.15%
+45,567
186
$1.78M 0.15%
17,312
187
$1.78M 0.15%
+151,620
188
$1.76M 0.14%
56,103
189
$1.74M 0.14%
26,090
190
$1.71M 0.14%
96,465
191
$1.67M 0.14%
28,454
192
$1.66M 0.14%
27,138
193
$1.65M 0.14%
31,665
194
$1.62M 0.13%
23,837
195
$1.61M 0.13%
29,659
196
$1.6M 0.13%
11,446
197
$1.58M 0.13%
99,432
198
$1.57M 0.13%
47,268
199
$1.57M 0.13%
24,292
200
$1.56M 0.13%
34,682
6 7
8
9 10