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
$121M
AUM Growth
+$4.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1 +$536K
2 +$387K
3 +$198K
4
ELV icon
Elevance Health
ELV
+$195K
5
ROST icon
Ross Stores
ROST
+$169K

Top Sells

1 +$596K
2 +$450K
3 +$398K
4
CAT icon
Caterpillar
CAT
+$369K
5
APF
Morgan Stanley Asia Pacific Fund
APF
+$363K

Sector Composition

1 Technology 13.99%
2 Financials 13.46%
3 Healthcare 12.64%
4 Energy 12.45%
5 Industrials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$114K 0.09%
1,217
227
$112K 0.09%
1,794
228
$111K 0.09%
2,952
229
$110K 0.09%
2,063
230
$110K 0.09%
5,768
+5,466
231
$110K 0.09%
768
232
$109K 0.09%
1,403
233
$109K 0.09%
2,215
234
$107K 0.09%
6,170
235
$105K 0.09%
870
236
$105K 0.09%
2,428
237
$104K 0.09%
+4,551
238
$103K 0.08%
2,841
239
$103K 0.08%
1,992
240
$101K 0.08%
814
241
$99K 0.08%
1,811
242
$99K 0.08%
1,546
243
$96K 0.08%
900
244
$96K 0.08%
1,820
245
$93K 0.08%
2,420
246
$92K 0.08%
1,211
247
$91K 0.08%
13,510
248
$89K 0.07%
3,841
249
$88K 0.07%
1,140
250
$88K 0.07%
7,275