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
201
$1.39M 0.11%
47,268
202
$1.37M 0.11%
40,264
203
$1.37M 0.11%
27,050
204
$1.35M 0.11%
43,032
205
$1.35M 0.11%
22,585
206
$1.34M 0.11%
20,436
-9,507
207
$1.3M 0.11%
96,465
208
$1.3M 0.11%
19,698
-4,038
209
$1.29M 0.1%
10,777
210
$1.27M 0.1%
23,837
211
$1.26M 0.1%
11,446
212
$1.26M 0.1%
17,183
213
$1.25M 0.1%
14,503
214
$1.23M 0.1%
47,874
215
$1.22M 0.1%
19,605
216
$1.17M 0.1%
+35,940
217
$1.16M 0.09%
47,925
218
$1.15M 0.09%
10,099
-33,004
219
$1.14M 0.09%
9,369
220
$1.13M 0.09%
16,369
221
$1.12M 0.09%
32,568
222
$1.12M 0.09%
13,782
223
$1.11M 0.09%
20,528
224
$1.11M 0.09%
21,758
+8,000
225
$1.09M 0.09%
23,688
7 8
9
10 11