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
$123M
AUM Growth
-$778K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1 +$523K
2 +$505K
3 +$501K
4
UE icon
Urban Edge Properties
UE
+$486K
5
DOC icon
Healthpeak Properties
DOC
+$483K

Top Sells

1 +$650K
2 +$589K
3 +$558K
4
COR
Coresite Realty Corporation
COR
+$537K
5
WELL icon
Welltower
WELL
+$523K

Sector Composition

1 Technology 16.5%
2 Financials 15.55%
3 Healthcare 12.84%
4 Industrials 9.82%
5 Communication Services 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-18,806
377
-5,960
378
-2,952
379
-19
380
-686
381
-780