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
$1.05B
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$5.57M
3
+$3.65M
4
AXP icon
American Express
AXP
+$3.37M
5
KHC icon
Kraft Heinz
KHC
+$3.14M

Top Sells

1
+$5.43M
2
+$3.79M
3
+$3.52M
4
DTV
DIRECTV COM STK (DE)
DTV
+$3.43M
5
WELL icon
Welltower
WELL
+$3.35M

Sector Composition

1 Healthcare 14.28%
2 Financials 13.95%
3 Technology 13.74%
4 Industrials 9.99%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.57M 0.15%
41,701
177
$1.56M 0.15%
151,620
178
$1.55M 0.15%
37,052
+21,656
179
$1.55M 0.15%
25,820
180
$1.55M 0.15%
45,567
181
$1.52M 0.15%
29,611
182
$1.51M 0.14%
47,925
183
$1.5M 0.14%
95,064
184
$1.49M 0.14%
153,545
+122,027
185
$1.46M 0.14%
16,682
186
$1.46M 0.14%
60,084
187
$1.44M 0.14%
21,189
188
$1.43M 0.14%
23,288
189
$1.43M 0.14%
16,116
-7,048
190
$1.35M 0.13%
110,989
191
$1.35M 0.13%
11,446
192
$1.34M 0.13%
+4,900
193
$1.34M 0.13%
13,782
194
$1.32M 0.13%
17,312
195
$1.29M 0.12%
47,268
196
$1.29M 0.12%
20,436
197
$1.29M 0.12%
55,018
198
$1.28M 0.12%
11,182
199
$1.27M 0.12%
99,432
200
$1.27M 0.12%
48,979
-42,017
6 7
8
9 10