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
$119M
AUM Growth
-$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$621K
2
+$380K
3
+$306K
4
MDT icon
Medtronic
MDT
+$257K
5
GEOS icon
Geospace Technologies
GEOS
+$250K

Top Sells

1
+$843K
2
+$662K
3
+$599K
4
WFC icon
Wells Fargo
WFC
+$518K
5
AGN
Allergan Inc
AGN
+$480K

Sector Composition

1 Healthcare 15.19%
2 Technology 14.55%
3 Financials 12.06%
4 Industrials 10.75%
5 Energy 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$686K 0.58%
7,043
52
$681K 0.57%
8,748
53
$658K 0.56%
4,774
54
$653K 0.55%
3
55
$647K 0.55%
6,164
-5,711
56
$635K 0.54%
8,202
-262
57
$633K 0.53%
48,200
58
$630K 0.53%
1,491
59
$601K 0.51%
13,757
60
$592K 0.5%
10,114
61
$592K 0.5%
5,470
62
$586K 0.49%
6,043
63
$578K 0.49%
34,277
64
$575K 0.49%
6,653
65
$534K 0.45%
6,831
66
$519K 0.44%
7,651
67
$517K 0.44%
5,198
-590
68
$506K 0.43%
5,222
69
$505K 0.43%
3,596
70
$501K 0.42%
5,369
71
$487K 0.41%
19,055
72
$464K 0.39%
6,047
73
$455K 0.38%
18,747
74
$453K 0.38%
6,240
75
$450K 0.38%
10,338
1 2
3
4 5