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
$723M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$21.2M
3
+$13.3M
4
UNH icon
UnitedHealth
UNH
+$8.3M
5
VRSK icon
Verisk Analytics
VRSK
+$4.93M

Top Sells

1
+$4.74M
2
+$3.61M
3
+$3.03M
4
CFG icon
Citizens Financial Group
CFG
+$2.95M
5
NVS icon
Novartis
NVS
+$2.62M

Sector Composition

1 Technology 19.05%
2 Healthcare 14.5%
3 Financials 12.41%
4 Communication Services 9.58%
5 Real Estate 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$926K 0.13%
31,650
177
$923K 0.13%
41,687
178
$923K 0.13%
10,474
179
$915K 0.13%
+14,514
180
$902K 0.12%
33,665
+9,782
181
$899K 0.12%
192,002
-33,165
182
$892K 0.12%
10,271
183
$872K 0.12%
23,864
184
$865K 0.12%
96,547
+26,067
185
$843K 0.12%
8,072
186
$838K 0.12%
33,026
187
$831K 0.11%
54,580
188
$787K 0.11%
16,926
189
$780K 0.11%
7,218
+3,173
190
$772K 0.11%
55,444
191
$765K 0.11%
13,439
192
$748K 0.1%
28,604
+7,624
193
$746K 0.1%
70,919
194
$744K 0.1%
26,815
195
$717K 0.1%
5,066
196
$703K 0.1%
21,833
197
$697K 0.1%
20,445
198
$691K 0.1%
3,653
+1,664
199
$650K 0.09%
73,753
200
$644K 0.09%
8,625
-3,814
6 7
8
9 10