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
$122M
AUM Growth
+$8.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1 +$579K
2 +$458K
3 +$426K
4
MMC icon
Marsh & McLennan
MMC
+$364K
5
EPM icon
Evolution Petroleum
EPM
+$362K

Top Sells

1 +$697K
2 +$398K
3 +$324K
4
GLW icon
Corning
GLW
+$302K
5
LMT icon
Lockheed Martin
LMT
+$289K

Sector Composition

1 Technology 17.38%
2 Financials 14.51%
3 Real Estate 12.68%
4 Healthcare 12.66%
5 Industrials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$106K 0.09%
2,409
252
$105K 0.09%
708
253
$105K 0.09%
3,998
254
$104K 0.08%
720
255
$103K 0.08%
20,111
256
$103K 0.08%
605
257
$102K 0.08%
1,259
-258
258
$102K 0.08%
1,826
259
$101K 0.08%
+2,925
260
$100K 0.08%
3,317
261
$98K 0.08%
+1,313
262
$98K 0.08%
2,381
263
$98K 0.08%
719
264
$97K 0.08%
+1,722
265
$96K 0.08%
1,919
266
$95K 0.08%
3,636
267
$95K 0.08%
+1,447
268
$93K 0.08%
1,849
269
$91K 0.07%
705
270
$90K 0.07%
+587
271
$90K 0.07%
86,387
272
$88K 0.07%
4,605
273
$86K 0.07%
+7,481
274
$85K 0.07%
+976
275
$85K 0.07%
407