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
$124M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$643K
2
+$587K
3
+$452K
4
CHK
Chesapeake Energy Corporation
CHK
+$437K
5
CNQ icon
Canadian Natural Resources
CNQ
+$389K

Top Sells

1
+$801K
2
+$386K
3
+$372K
4
CVX icon
Chevron
CVX
+$332K
5
JWN
Nordstrom
JWN
+$317K

Sector Composition

1 Technology 14.82%
2 Healthcare 14.12%
3 Financials 13.14%
4 Industrials 10.52%
5 Energy 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$44K 0.04%
548
+69
327
$41K 0.03%
5,681
328
$41K 0.03%
334
329
$41K 0.03%
1,206
330
$40K 0.03%
693
331
$40K 0.03%
+1,174
332
$39K 0.03%
1,355
333
$39K 0.03%
1,784
334
$39K 0.03%
861
335
$38K 0.03%
8,769
336
$37K 0.03%
1,442
337
$36K 0.03%
642
338
$36K 0.03%
1,318
339
$35K 0.03%
883
+41
340
$35K 0.03%
227
341
$34K 0.03%
1,182
342
$34K 0.03%
923
343
$33K 0.03%
3,561
344
$32K 0.03%
1,573
345
$32K 0.03%
908
-1,339
346
$30K 0.02%
1,462
347
$28K 0.02%
1,048
348
$28K 0.02%
+508
349
$27K 0.02%
560
-733
350
$26K 0.02%
811
-962
12 13
14
15 16