ARMT

Amica Retiree Medical Trust Portfolio holdings

AUM $69.3M
1-Year Est. Return 16.22%
This Quarter Est. Return
1 Year Est. Return
+16.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$666K
3 +$327K
4
APF
Morgan Stanley Asia Pacific Fund
APF
+$274K
5
NVS icon
Novartis
NVS
+$198K

Top Sells

1 +$737K
2 +$483K
3 +$443K
4
HP icon
Helmerich & Payne
HP
+$428K
5
ORCL icon
Oracle
ORCL
+$346K

Sector Composition

1 Technology 13.63%
2 Financials 13.42%
3 Energy 12.66%
4 Healthcare 12.66%
5 Industrials 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$101K 0.09%
1,546
227
$101K 0.09%
6,170
228
$100K 0.09%
2,063
229
$100K 0.09%
870
230
$100K 0.09%
1,848
231
$100K 0.09%
+2,952
232
$99K 0.08%
814
233
$98K 0.08%
2,841
234
$97K 0.08%
1,811
235
$96K 0.08%
2,428
236
$95K 0.08%
1,386
237
$93K 0.08%
3,841
238
$93K 0.08%
+17,011
239
$92K 0.08%
1,820
240
$90K 0.08%
2,420
241
$89K 0.08%
1,140
242
$89K 0.08%
1,211
243
$88K 0.08%
3,397
244
$88K 0.08%
900
245
$85K 0.07%
+7,275
246
$83K 0.07%
1,878
247
$82K 0.07%
388
248
$81K 0.07%
1,177
249
$81K 0.07%
686
250
$81K 0.07%
2,248