ARMT
Amica Retiree Medical Trust Portfolio holdings
AUM $69.3M
1-Year Return
16.22%
This Quarter Return
+6.32%
1 Year Return
+16.22%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$5.34M
(+4.2%)
Cap. Flow
-$1.34M
Cap. Flow
% of AUM
-1.01%
Top 10 Holdings %
Top 10 Hldgs %
20.77%
Holding
384
New
21
Increased
18
Reduced
15
Closed
37
Top Buys
| 1 |
Philip Morris
PM
|
+$909K |
| 2 |
Chevron
CVX
|
+$643K |
| 3 |
JPMorgan Chase
JPM
|
+$576K |
| 4 |
CubeSmart
CUBE
|
+$459K |
| 5 |
American Tower
AMT
|
+$450K |
Top Sells
| 1 |
GE Aerospace
GE
|
+$1.35M |
| 2 |
Citigroup
C
|
+$527K |
| 3 |
PX
Praxair Inc
PX
|
+$518K |
| 4 |
Procter & Gamble
PG
|
+$510K |
| 5 |
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% |
