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
$105M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1 +$2.75M
2 +$1.31M
3 +$337K
4
BJ icon
BJs Wholesale Club
BJ
+$317K
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$276K

Top Sells

1 +$3.14M
2 +$528K
3 +$448K
4
ISRG icon
Intuitive Surgical
ISRG
+$322K
5
BSX icon
Boston Scientific
BSX
+$288K

Sector Composition

1 Technology 15.92%
2 Financials 13.69%
3 Real Estate 12.93%
4 Healthcare 12.89%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$91K 0.09%
7,296
252
$91K 0.09%
2,381
253
$90K 0.09%
605
254
$88K 0.08%
1,058
255
$87K 0.08%
1,404
256
$87K 0.08%
3,998
257
$86K 0.08%
720
258
$86K 0.08%
2,409
259
$85K 0.08%
1,260
260
$83K 0.08%
1,826
261
$82K 0.08%
919
262
$82K 0.08%
437
263
$81K 0.08%
1,517
264
$81K 0.08%
719
265
$79K 0.08%
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266
$78K 0.07%
595
267
$77K 0.07%
1,725
268
$77K 0.07%
708
269
$76K 0.07%
+3,636
270
$76K 0.07%
309
271
$75K 0.07%
1,313
272
$75K 0.07%
2,219
273
$72K 0.07%
980
274
$72K 0.07%
2,080
275
$72K 0.07%
2,618