AMI
Amica Mutual Insurance Portfolio holdings
AUM
$1.04B
1-Year Return
17.58%
This Quarter Return
+1.17%
1 Year Return
+17.58%
3 Year Return
+74.85%
5 Year Return
+124.1%
10 Year Return
+275.71%
AUM
$1.05B
AUM Growth
-$42.5M
(-3.9%)
Cap. Flow
-$48.9M
Cap. Flow
% of AUM
-4.64%
Top 10 Holdings %
Top 10 Hldgs %
18.7%
Holding
447
New
22
Increased
30
Reduced
38
Closed
28
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
+$14.8M |
| 2 |
Weyerhaeuser
WY
|
+$7.68M |
| 3 |
Exxon Mobil
XOM
|
+$4.47M |
| 4 |
Booking.com
BKNG
|
+$3.68M |
| 5 |
Chevron
CVX
|
+$3.52M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$39.8M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$12.2M |
| 3 |
Southern Company
SO
|
+$3.86M |
| 4 |
Emerson Electric
EMR
|
+$3.8M |
| 5 |
Duke Energy
DUK
|
+$3.64M |
Sector Composition
| 1 | Technology | 15.7% |
| 2 | Financials | 14.63% |
| 3 | Healthcare | 13.87% |
| 4 | Industrials | 10.29% |
| 5 | Communication Services | 8.91% |
