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
$790M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.73M
3
+$1.57M
4
EPM icon
Evolution Petroleum
EPM
+$1.5M
5
CTVA icon
Corteva
CTVA
+$1.41M

Top Sells

1
+$4.83M
2
+$2.82M
3
+$2.2M
4
GLW icon
Corning
GLW
+$2.16M
5
PHX
PHX Minerals
PHX
+$2.04M

Sector Composition

1 Technology 16.89%
2 Financials 13.93%
3 Healthcare 12%
4 Real Estate 10.38%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.16M 0.15%
112,676
177
$1.16M 0.15%
+9,079
178
$1.16M 0.15%
+55,444
179
$1.16M 0.15%
+21,833
180
$1.16M 0.15%
31,711
181
$1.15M 0.15%
+11,024
182
$1.15M 0.15%
18,063
183
$1.14M 0.14%
46,260
184
$1.14M 0.14%
+6,210
185
$1.12M 0.14%
8,213
-10,932
186
$1.11M 0.14%
11,565
187
$1.11M 0.14%
19,811
-6,838
188
$1.11M 0.14%
15,637
189
$1.1M 0.14%
22,486
-3,660
190
$1.1M 0.14%
41,687
191
$1.1M 0.14%
35,083
192
$1.09M 0.14%
17,839
193
$1.09M 0.14%
92,558
194
$1.07M 0.14%
16,926
-1,946
195
$1.07M 0.14%
39,068
196
$1.07M 0.14%
15,883
197
$1.06M 0.13%
+6,948
198
$1.05M 0.13%
+21,389
199
$1.05M 0.13%
11,525
-2,277
200
$1.04M 0.13%
70,480
6 7
8
9 10