ARMT
Amica Retiree Medical Trust Portfolio holdings
AUM $69.3M
1-Year Return
16.22%
This Quarter Return
+4.4%
1 Year Return
+16.22%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$4.06M
(+3.3%)
Cap. Flow
-$623K
Cap. Flow
% of AUM
-0.49%
Top 10 Holdings %
Top 10 Hldgs %
19.86%
Holding
399
New
52
Increased
21
Reduced
42
Closed
36
Top Buys
| 1 |
Simon Property Group
SPG
|
+$663K |
| 2 |
DuPont de Nemours
DD
|
+$645K |
| 3 |
Welltower
WELL
|
+$538K |
| 4 |
Public Storage
PSA
|
+$527K |
| 5 |
COR
Coresite Realty Corporation
COR
|
+$427K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$1.41M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$586K |
| 3 |
STOR
STORE Capital Corporation
STOR
|
+$532K |
| 4 |
DFT
DuPont Fabros Technology Inc.
DFT
|
+$523K |
| 5 |
Empire State Realty Trust
ESRT
|
+$483K |
Sector Composition
| 1 | Technology | 17.39% |
| 2 | Financials | 15.23% |
| 3 | Healthcare | 12.98% |
| 4 | Real Estate | 9.52% |
| 5 | Industrials | 9.39% |
