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
201
$1.55M 0.13%
15,396
202
$1.52M 0.12%
17,261
203
$1.48M 0.12%
21,189
204
$1.47M 0.12%
23,088
205
$1.42M 0.12%
+55,018
206
$1.41M 0.12%
40,264
207
$1.39M 0.11%
30,189
208
$1.38M 0.11%
60,084
209
$1.37M 0.11%
65,584
210
$1.36M 0.11%
47,925
211
$1.35M 0.11%
17,183
212
$1.35M 0.11%
11,601
213
$1.34M 0.11%
37,834
214
$1.34M 0.11%
20,436
215
$1.34M 0.11%
57,630
216
$1.32M 0.11%
2,520,080
217
$1.31M 0.11%
13,782
218
$1.31M 0.11%
63,164
219
$1.31M 0.11%
23,373
220
$1.3M 0.11%
53,775
221
$1.29M 0.11%
11,182
222
$1.29M 0.11%
27,050
223
$1.28M 0.11%
10,777
224
$1.26M 0.1%
16,369
225
$1.24M 0.1%
65,641
7 8
9
10 11