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
$105M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.31M
3
+$337K
4
BJ icon
BJs Wholesale Club
BJ
+$317K
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$276K

Top Sells

1
+$3.14M
2
+$528K
3
+$448K
4
ISRG icon
Intuitive Surgical
ISRG
+$322K
5
BSX icon
Boston Scientific
BSX
+$288K

Sector Composition

1 Technology 15.92%
2 Financials 13.69%
3 Real Estate 12.93%
4 Healthcare 12.89%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$874K 0.83%
7,914
27
$845K 0.8%
7,705
28
$796K 0.76%
17,637
29
$781K 0.74%
13,036
+4,600
30
$773K 0.74%
4,355
31
$770K 0.73%
30,280
32
$744K 0.71%
4,702
-911
33
$740K 0.7%
4,949
34
$716K 0.68%
21,014
35
$710K 0.68%
22,854
36
$709K 0.67%
14,356
37
$689K 0.66%
7,472
38
$683K 0.65%
3,619
-730
39
$668K 0.64%
12,824
40
$661K 0.63%
3,934
-393
41
$657K 0.62%
2,937
42
$646K 0.61%
4,892
-212
43
$629K 0.6%
5,817
44
$629K 0.6%
13,757
45
$593K 0.56%
10,062
46
$592K 0.56%
3,041
47
$581K 0.55%
37,509
48
$554K 0.53%
3,927
49
$533K 0.51%
3,858
50
$529K 0.5%
3,320
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2
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