ARMT
Amica Retiree Medical Trust Portfolio holdings
AUM
$69.3M
This Quarter Return
+4.93%
1 Year Return
+16.22%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(-1.8%)
Cap. Flow
-$6.95M
Cap. Flow
% of AUM
-5.62%
Top 10 Holdings %
Top 10 Hldgs %
20.31%
Holding
414
New
15
Increased
30
Reduced
21
Closed
51
Top Buys
| 1 |
Comcast
CMCSA
|
$493K |
| 2 |
Regency Centers
REG
|
$479K |
| 3 |
Mid-America Apartment Communities
MAA
|
$470K |
| 4 |
Equity Residential
EQR
|
$461K |
| 5 |
Acadia Realty Trust
AKR
|
$457K |
Top Sells
| 1 |
Schwab US REIT ETF
SCHH
|
$3.09M |
| 2 |
UnitedHealth
UNH
|
$708K |
| 3 |
APF
Morgan Stanley Asia Pacific Fund
APF
|
$583K |
| 4 |
Franklin Resources
BEN
|
$521K |
| 5 |
Hewlett Packard
HPE
|
$459K |
Sector Composition
| 1 | Technology | 16.49% |
| 2 | Financials | 15.78% |
| 3 | Healthcare | 12.05% |
| 4 | Industrials | 9.62% |
| 5 | Communication Services | 9.06% |
