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
301
$76K 0.06%
927
302
$76K 0.06%
3,263
303
$74K 0.06%
5,177
304
$73K 0.06%
+1,390
305
$72K 0.05%
4,709
306
$71K 0.05%
2,490
307
$70K 0.05%
1,609
308
$70K 0.05%
2,669
309
$70K 0.05%
1,139
-20
310
$70K 0.05%
1,421
311
$69K 0.05%
1,284
312
$69K 0.05%
1,017
313
$67K 0.05%
702
314
$66K 0.05%
3,267
315
$65K 0.05%
648
316
$64K 0.05%
983
317
$64K 0.05%
524
-1,736
318
$64K 0.05%
2,066
319
$63K 0.05%
723
320
$63K 0.05%
458
321
$63K 0.05%
1,053
322
$62K 0.05%
980
323
$62K 0.05%
1,294
324
$62K 0.05%
2,175
325
$62K 0.05%
2,418