ARMT
Amica Retiree Medical Trust Portfolio holdings
AUM $69.3M
1-Year Return
16.22%
This Quarter Return
+10.89%
1 Year Return
+16.22%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$69.3M
AUM Growth
+$3.88M
(+5.9%)
Cap. Flow
-$1.36M
Cap. Flow
% of AUM
-1.96%
Top 10 Holdings %
Top 10 Hldgs %
38.72%
Holding
141
New
8
Increased
5
Reduced
22
Closed
4
Top Buys
| 1 |
Zoetis
ZTS
|
+$295K |
| 2 |
Huntington Ingalls Industries
HII
|
+$192K |
| 3 |
Lazard
LAZ
|
+$161K |
| 4 |
PepsiCo
PEP
|
+$124K |
| 5 |
Cooper Companies
COO
|
+$103K |
Top Sells
| 1 |
Martin Marietta Materials
MLM
|
+$323K |
| 2 |
Apple
AAPL
|
+$288K |
| 3 |
Coca-Cola
KO
|
+$250K |
| 4 |
Bristol-Myers Squibb
BMY
|
+$178K |
| 5 |
Meta Platforms (Facebook)
META
|
+$173K |
Sector Composition
| 1 | Technology | 32.44% |
| 2 | Financials | 12.92% |
| 3 | Consumer Discretionary | 11.77% |
| 4 | Healthcare | 9.41% |
| 5 | Industrials | 9.22% |
