ARMT
Amica Retiree Medical Trust Portfolio holdings
AUM $69.3M
1-Year Return
16.22%
This Quarter Return
+2.9%
1 Year Return
+16.22%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
-$42K
(-0.04%)
Cap. Flow
-$2.55M
Cap. Flow
% of AUM
-2.17%
Top 10 Holdings %
Top 10 Hldgs %
18.7%
Holding
444
New
24
Increased
22
Reduced
30
Closed
24
Top Buys
| 1 |
Schlumberger
SLB
|
+$655K |
| 2 |
Skechers
SKX
|
+$543K |
| 3 |
Wells Fargo
WFC
|
+$318K |
| 4 |
Charter Communications
CHTR
|
+$298K |
| 5 |
Patterson-UTI
PTEN
|
+$253K |
Top Sells
| 1 |
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
|
+$687K |
| 2 |
AT&T
T
|
+$653K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$640K |
| 4 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
+$546K |
| 5 |
Chevron
CVX
|
+$522K |
Sector Composition
| 1 | Technology | 15.05% |
| 2 | Healthcare | 14.35% |
| 3 | Financials | 12.55% |
| 4 | Industrials | 10.92% |
| 5 | Energy | 9.18% |
