We are live on
!
Find out more
ARMT
Amica Retiree Medical Trust Portfolio holdings
AUM
$73.2M
1-Year Est. Return
17.33%
This Fund
S&P 500
This Quarter
Est. Return
+9.5%
1 Year Est. Return
+17.33%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$115M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
96.32%
Top 10 Holdings %
Top 10 Hldgs %
18.58%
Holding
385
New
385
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$3.14M |
| 2 |
ExxonMobil
XOM
|
+$2.79M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$2.19M |
| 4 |
GE Aerospace
GE
|
+$1.99M |
| 5 |
Johnson & Johnson
JNJ
|
+$1.85M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.72% |
| 2 | Financials | 13.68% |
| 3 | Energy | 13.27% |
| 4 | Healthcare | 11.88% |
| 5 | Industrials | 10.52% |
Similar funds
KCM
TM
LL
CSC
LC
CM
A
TIM
Amica Retiree Medical Trust's Q4 2013 Portfolio in Review
Q4 2013 is the first quarter with a 13F filing on record for Amica Retiree Medical Trust, which disclosed 385 positions worth $115M. Its ten largest holdings account for 19% of the portfolio.
Its largest position is Apple: 166,292 shares worth $3.33M.
By sector, the portfolio is most concentrated in Technology at 15% of assets, followed by Financials and Energy.
- Amica Retiree Medical Trust's largest Q4 2013 buy was Apple: 166,292 shares worth $3.33M.
- Amica Retiree Medical Trust's ten largest holdings make up 19% of its $115M portfolio in Q4 2013.
- Amica Retiree Medical Trust disclosed 385 positions in Q4 2013, its first 13F filing on record.
Based on Amica Retiree Medical Trust's 13F filing for Q4 2013, filed 12 Feb 2014.