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
$123M
AUM Growth
-$778K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1 +$523K
2 +$505K
3 +$501K
4
UE icon
Urban Edge Properties
UE
+$486K
5
DOC icon
Healthpeak Properties
DOC
+$483K

Top Sells

1 +$650K
2 +$589K
3 +$558K
4
COR
Coresite Realty Corporation
COR
+$537K
5
WELL icon
Welltower
WELL
+$523K

Sector Composition

1 Technology 16.5%
2 Financials 15.55%
3 Healthcare 12.84%
4 Industrials 9.82%
5 Communication Services 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$111K 0.09%
3,482
252
$111K 0.09%
1,038
253
$110K 0.09%
1,388
254
$109K 0.09%
2,279
255
$108K 0.09%
987
256
$107K 0.09%
2,989
257
$105K 0.09%
2,219
258
$104K 0.08%
1,177
259
$104K 0.08%
1,116
260
$103K 0.08%
1,919
261
$101K 0.08%
4,709
262
$99K 0.08%
2,549
263
$98K 0.08%
3,025
264
$97K 0.08%
2,511
265
$96K 0.08%
1,524
266
$96K 0.08%
787
267
$95K 0.08%
1,098
268
$94K 0.08%
708
269
$92K 0.07%
993
270
$89K 0.07%
462
271
$88K 0.07%
1,931
272
$87K 0.07%
1,604
273
$87K 0.07%
362
274
$87K 0.07%
1,157
275
$86K 0.07%
6,673
-2,234