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
$127M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$701K
2
+$679K
3
+$580K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$562K
5
DHR icon
Danaher
DHR
+$535K

Top Sells

1
+$837K
2
+$739K
3
+$435K
4
WBA
Walgreens Boots Alliance
WBA
+$410K
5
ROST icon
Ross Stores
ROST
+$403K

Sector Composition

1 Technology 22.56%
2 Healthcare 13.47%
3 Financials 12.84%
4 Real Estate 11.41%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$701K 0.55%
+1,374
52
$679K 0.54%
+1,749
53
$665K 0.53%
4,600
54
$664K 0.52%
19,154
55
$659K 0.52%
8,733
56
$640K 0.51%
6,515
57
$638K 0.5%
26,640
58
$637K 0.5%
2,731
59
$637K 0.5%
3,451
60
$623K 0.49%
6,247
61
$623K 0.49%
19,260
62
$614K 0.48%
12,258
63
$585K 0.46%
4,172
64
$584K 0.46%
9,966
+4,368
65
$583K 0.46%
4,559
66
$581K 0.46%
9,802
67
$580K 0.46%
+10,197
68
$573K 0.45%
9,579
69
$556K 0.44%
5,675
70
$553K 0.44%
10,817
71
$547K 0.43%
5,109
72
$545K 0.43%
7,436
73
$543K 0.43%
6,818
+1,716
74
$537K 0.42%
3,311
+367
75
$536K 0.42%
4,675
1 2
3
4 5