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
-$42K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1 +$655K
2 +$543K
3 +$318K
4
CHTR icon
Charter Communications
CHTR
+$298K
5
PTEN icon
Patterson-UTI
PTEN
+$253K

Top Sells

1 +$687K
2 +$653K
3 +$640K
4
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$546K
5
CVX icon
Chevron
CVX
+$522K

Sector Composition

1 Technology 15.05%
2 Healthcare 14.35%
3 Financials 12.55%
4 Industrials 10.92%
5 Energy 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$104K 0.09%
2,348
252
$104K 0.09%
2,566
253
$104K 0.09%
1,919
254
$104K 0.09%
2,915
+654
255
$103K 0.09%
1,515
256
$102K 0.09%
11,002
257
$101K 0.09%
993
258
$101K 0.09%
1,211
259
$101K 0.09%
8,633
260
$101K 0.09%
686
261
$99K 0.08%
957
+186
262
$98K 0.08%
696
263
$96K 0.08%
1,138
264
$96K 0.08%
1,116
265
$95K 0.08%
2,279
266
$94K 0.08%
1,680
267
$93K 0.08%
1,035
268
$91K 0.08%
2,705
269
$91K 0.08%
5,232
270
$90K 0.08%
2,219
271
$88K 0.08%
1,177
272
$87K 0.07%
3,596
273
$87K 0.07%
3,274
274
$86K 0.07%
5,946
275
$86K 0.07%
1,294