ARMT
Amica Retiree Medical Trust Portfolio holdings
AUM $69.3M
1-Year Return
16.22%
This Quarter Return
+1.52%
1 Year Return
+16.22%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
+$1.5M
(+1.3%)
Cap. Flow
+$650K
Cap. Flow
% of AUM
0.55%
Top 10 Holdings %
Top 10 Hldgs %
19.41%
Holding
446
New
22
Increased
25
Reduced
19
Closed
26
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
+$1.65M |
| 2 |
Weyerhaeuser
WY
|
+$628K |
| 3 |
Booking.com
BKNG
|
+$380K |
| 4 |
Apple
AAPL
|
+$322K |
| 5 |
PHX
PHX Minerals
PHX
|
+$276K |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$1.68M |
| 2 |
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
|
+$456K |
| 3 |
PCP
PRECISION CASTPARTS CORP
PCP
|
+$455K |
| 4 |
Comcast
CMCSA
|
+$434K |
| 5 |
Duke Energy
DUK
|
+$432K |
Sector Composition
| 1 | Technology | 15.6% |
| 2 | Healthcare | 13.74% |
| 3 | Financials | 13.27% |
| 4 | Industrials | 11.03% |
| 5 | Communication Services | 9.48% |
