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
$132M
AUM Growth
+$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1 +$909K
2 +$643K
3 +$576K
4
CUBE icon
CubeSmart
CUBE
+$459K
5
AMT icon
American Tower
AMT
+$450K

Top Sells

1 +$1.35M
2 +$527K
3 +$518K
4
PG icon
Procter & Gamble
PG
+$510K
5
KRC icon
Kilroy Realty
KRC
+$363K

Sector Composition

1 Technology 18.14%
2 Financials 15.91%
3 Healthcare 12.25%
4 Real Estate 9.93%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$113K 0.09%
3,025
252
$112K 0.08%
686
253
$111K 0.08%
854
254
$109K 0.08%
523
+400
255
$109K 0.08%
+3,319
256
$108K 0.08%
2,989
257
$107K 0.08%
2,693
258
$106K 0.08%
1,725
-1,374
259
$106K 0.08%
2,080
260
$106K 0.08%
1,458
261
$105K 0.08%
695
262
$104K 0.08%
1,058
263
$104K 0.08%
8,847
264
$101K 0.08%
1,931
265
$100K 0.08%
362
266
$100K 0.08%
2,920
267
$98K 0.07%
1,524
268
$98K 0.07%
2,279
269
$98K 0.07%
2,219
270
$97K 0.07%
919
271
$97K 0.07%
708
272
$97K 0.07%
1,438
273
$95K 0.07%
1,206
274
$94K 0.07%
993
275
$91K 0.07%
+1,260