ARMT

Amica Retiree Medical Trust Portfolio holdings

AUM $73.2M
1-Year Est. Return 17.33%
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
-$2.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1 +$479K
2 +$470K
3 +$461K
4
AKR icon
Acadia Realty Trust
AKR
+$457K
5
OXY icon
Occidental Petroleum
OXY
+$418K

Top Sells

1 +$3.09M
2 +$708K
3 +$583K
4
BEN icon
Franklin Resources
BEN
+$521K
5
HPE icon
Hewlett Packard
HPE
+$459K

Sector Composition

1 Technology 16.49%
2 Financials 15.78%
3 Healthcare 12.05%
4 Industrials 9.62%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$109K 0.09%
1,680
252
$109K 0.09%
696
253
$108K 0.09%
1,246
254
$107K 0.09%
1,848
255
$105K 0.08%
+1,098
256
$104K 0.08%
1,058
257
$104K 0.08%
2,511
258
$103K 0.08%
2,279
259
$101K 0.08%
1,919
260
$101K 0.08%
787
261
$100K 0.08%
3,025
262
$99K 0.08%
5,250
263
$97K 0.08%
1,604
264
$97K 0.08%
987
265
$97K 0.08%
1,116
266
$95K 0.08%
1,177
267
$95K 0.08%
2,367
268
$93K 0.08%
1,962
269
$93K 0.08%
2,920
270
$92K 0.07%
993
271
$92K 0.07%
2,219
272
$90K 0.07%
1,524
273
$90K 0.07%
5,251
274
$89K 0.07%
2,593
275
$87K 0.07%
919